Fortis Capital Advisors’s Evercore EVR Stock Holding History

Fortis Capital Advisors’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-731	Closed	-$84.3K	–	274
2023 Q1	$84.3K	Buy	+731	New	+$90.9K	0.05%	215

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortis Capital Advisors's EVR Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Evercore (EVR) in Q2 2023, closing a stake of 731 shares — an estimated $84.3K sold.

Fortis Capital Advisors first reported a position in EVR in Q1 2023 and held it in 1 quarter. The position peaked at $84.3K in Q1 2023. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

Fortis Capital Advisors reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 731 Evercore shares in Q2 2023, an estimated $84.3K.
Fortis Capital Advisors first reported a position in Evercore in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's Evercore position peaked at $84.3K in Q1 2023.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.