GWS
EVBN

Glassman Wealth Services’s Evans Bancorp Inc EVBN Stock Holding History

Glassman Wealth Services’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
2023
Q4 		– Sell
-42
Closed -$1.13K – 2090
2023
Q3 		$1.13K Buy
+42
New +$1.17K ﹤0.01% 1517

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Glassman Wealth Services's EVBN Position: Q4 2023 in Review

Glassman Wealth Services sold out of Evans Bancorp Inc (EVBN) in Q4 2023, closing a stake of 42 shares — an estimated $1.13K sold.

Glassman Wealth Services first reported a position in EVBN in Q3 2023 and held it in 1 quarter. The position peaked at $1.13K in Q3 2023. 57 funds tracked by Wall St. Rank hold EVBN as of Q4 2023.

  • Glassman Wealth Services reported no remaining Evans Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 42 Evans Bancorp Inc shares in Q4 2023, an estimated $1.13K.
  • Glassman Wealth Services first reported a position in Evans Bancorp Inc in Q3 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Evans Bancorp Inc position peaked at $1.13K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.