HWMA
EVRI

Heritage Wealth Management (Arizona)’s Everi Holdings EVRI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$2K – 1012
2022
Q1 		$2K Buy
+100
New +$2.13K ﹤0.01% 892
2021
Q3 		$2K Buy
+100
New +$2.28K ﹤0.01% 812

Other funds holding EVRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EVRI Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Everi Holdings (EVRI) in Q2 2022, closing a stake of 100 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in EVRI in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 220 funds tracked by Wall St. Rank hold EVRI as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Everi Holdings position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 100 Everi Holdings shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Everi Holdings in Q3 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Everi Holdings position peaked at $2K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.