FCA
EG icon

FinTrust Capital Advisors’s Everest Group EG Stock Holding History

FinTrust Capital Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$36.8K Hold
94
– – 0.01% 665
2024
Q2 		$35.8K Hold
94
– – 0.01% 629
2024
Q1 		$37.4K Hold
94
– – 0.01% 606
2023
Q4 		$33.2K Hold
94
– – 0.01% 596
2023
Q3 		$34.9K Hold
94
– – 0.01% 539
2023
Q2 		$31.1K Hold
94
– – 0.01% 543
2023
Q1 		$31.1K Hold
94
– – 0.01% 542
2022
Q4 		$31.1K Hold
94
– – 0.01% 541
2022
Q3 		$26K Buy
94
+67
+248% +$18.1K 0.01% 661
2022
Q2 		$7K Buy
+27
New +$7.63K ﹤0.01% 970
2021
Q1 		– Sell
-85
Closed -$20K – 1152
2020
Q4 		$20K Sell
85
-23
-21% -$5.08K 0.01% 679
2020
Q3 		$21 Sell
108
-120
-53% -$25.7K ﹤0.01% 637
2020
Q2 		$47K Buy
228
+112
+97% +$21.8K 0.02% 504
2020
Q1 		$22K Hold
116
– – 0.01% 596
2019
Q4 		$32K Hold
116
– – 0.01% 535
2019
Q3 		$31K Buy
116
+15
+15% +$3.79K 0.01% 555
2019
Q2 		$25K Hold
101
– – 0.01% 553
2019
Q1 		$22K Hold
101
– – 0.01% 579
2018
Q4 		$22K Buy
+101
New +$22K 0.01% 570

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return