FFA
EVR icon

Frazier Financial Advisors’s Evercore EVR Stock Holding History

Frazier Financial 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
2024
Q4 		– Sell
-19
Closed -$4.81K – 730
2024
Q3 		$4.81K Sell
19
-8
-30% -$1.9K ﹤0.01% 538
2024
Q2 		$5.63K Buy
27
+2
+8% +$389 ﹤0.01% 576
2024
Q1 		$4.82K Buy
+25
New +$4.52K ﹤0.01% 605

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Frazier Financial Advisors's EVR Position: Q4 2024 in Review

Frazier Financial Advisors sold out of Evercore (EVR) in Q4 2024, closing a stake of 19 shares — an estimated $4.81K sold.

Frazier Financial Advisors first reported a position in EVR in Q1 2024 and held it in 3 quarters. The position peaked at $5.63K in Q2 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Frazier Financial Advisors reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 19 Evercore shares in Q4 2024, an estimated $4.81K.
  • Frazier Financial Advisors first reported a position in Evercore in Q1 2024 and held it in 3 quarters.
  • Frazier Financial Advisors's Evercore position peaked at $5.63K in Q2 2024.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.