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Heritage Wealth Management (Arizona)’s Evercore EVR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$14.6K Buy
134
+67
+100% +$6.99K ﹤0.01% 724
2022
Q3 		$6K Hold
67
– – ﹤0.01% 729
2022
Q2 		$6.27K Hold
67
– – ﹤0.01% 740
2022
Q1 		$7K Buy
+67
New +$8.24K ﹤0.01% 753
2021
Q3 		$9K Hold
67
– – ﹤0.01% 663
2021
Q2 		$9K Hold
67
– – ﹤0.01% 671
2021
Q1 		$9K Buy
+67
New +$8.18K 0.01% 585

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EVR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Evercore (EVR) stake by 100% in Q4 2022, buying an estimated $6.99K and bringing the position to 134 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Heritage Wealth Management (Arizona) first reported a position in EVR in Q1 2021 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold EVR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 134 shares of Evercore worth $14.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 67 Evercore shares in Q4 2022, an estimated $6.99K.
  • Evercore made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #724 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Evercore in Q1 2021 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Evercore as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.