FAIM
EVBN

Financial Advocates Investment Management’s Evans Bancorp Inc EVBN Stock Holding History

Financial Advocates Investment Management’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,421
Closed -$246K – 832
2021
Q4 		$246K Buy
+1,421
New +$56.3K 0.02% 672

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Financial Advocates Investment Management's EVBN Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Evans Bancorp Inc (EVBN) in Q1 2022, closing a stake of 1,421 shares — an estimated $246K sold.

Financial Advocates Investment Management first reported a position in EVBN in Q4 2021 and held it in 1 quarter. The position peaked at $246K in Q4 2021. 53 funds tracked by Wall St. Rank hold EVBN as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Evans Bancorp Inc position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,421 Evans Bancorp Inc shares in Q1 2022, an estimated $246K.
  • Financial Advocates Investment Management first reported a position in Evans Bancorp Inc in Q4 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Evans Bancorp Inc position peaked at $246K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.