EverSource Wealth Advisors’s TrueCar TRUE Stock Holding History

EverSource Wealth Advisors’s Portfolio TRUE Stock Details TRUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-538	Closed	-$1.22K	–	4504
2025 Q4	$1.22K	Buy	538 +128	+31%	+$274	﹤0.01%	3660
2025 Q3	$754	Sell	410 -177	-30%	-$356	﹤0.01%	3836
2025 Q2	$1.11K	Buy	587 +566	+2,695%	+$864	﹤0.01%	3704
2025 Q1	$33	Sell	21 -17	-45%	-$47	﹤0.01%	3940
2024 Q4	$142	Buy	+38	New	+$149	﹤0.01%	3493
2023 Q4	–	Sell	-2,083	Closed	-$4.31K	–	2744
2023 Q3	$4.31K	Hold	2,083	–	–	﹤0.01%	1760
2023 Q2	$4.71K	Hold	2,083	–	–	﹤0.01%	1752
2023 Q1	$4.79K	Hold	2,083	–	–	﹤0.01%	1656
2022 Q4	$5.23K	Buy	+2,083	New	+$4.33K	﹤0.01%	1585

Other funds holding TRUE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's TRUE Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of TrueCar (TRUE) in Q1 2026, closing a stake of 538 shares — an estimated $1.22K sold.

EverSource Wealth Advisors first reported a position in TRUE in Q4 2022 and held it in 9 quarters. The position peaked at $5.23K in Q4 2022. 1 fund tracked by Wall St. Rank holds TRUE as of Q1 2026.

EverSource Wealth Advisors reported no remaining TrueCar position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 538 TrueCar shares in Q1 2026, an estimated $1.22K.
EverSource Wealth Advisors first reported a position in TrueCar in Q4 2022 and held it in 9 quarters.
EverSource Wealth Advisors's TrueCar position peaked at $5.23K in Q4 2022.
1 fund tracked by Wall St. Rank held TrueCar as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.