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EverSource Wealth Advisors’s Fathom Holdings FTHM Stock Holding History

EverSource Wealth Advisors’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$26 – 3774
2024
Q3 		$26 Sell
10
-22
-69% -$51 ﹤0.01% 3022
2024
Q2 		$68 Buy
+32
New +$53 ﹤0.01% 3014
2022
Q3 		– Sell
-246
Closed -$2K – 2018
2022
Q2 		$2K Buy
+246
New +$2.09K ﹤0.01% 1503

Other funds holding FTHM

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSCM
Sovereign's Capital Management Atlanta, Georgia $136M AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's FTHM Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Fathom Holdings (FTHM) in Q4 2024, closing a stake of 10 shares — an estimated $26 sold.

EverSource Wealth Advisors first reported a position in FTHM in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 40 funds tracked by Wall St. Rank hold FTHM as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Fathom Holdings position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 Fathom Holdings shares in Q4 2024, an estimated $26.
  • EverSource Wealth Advisors first reported a position in Fathom Holdings in Q2 2022 and held it in 3 quarters.
  • EverSource Wealth Advisors's Fathom Holdings position peaked at $2K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held Fathom Holdings as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.