IWP
EG icon

IAG Wealth Partners’s Everest Group EG Stock Holding History

IAG Wealth Partners’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-208
Closed -$69K – 462
2022
Q4 		$69K Buy
208
+1
+0.5% +$312 0.02% 120
2022
Q3 		$54K Buy
207
+1
+0.5% +$271 0.02% 119
2022
Q2 		$58K Buy
206
+1
+0.5% +$283 0.02% 116
2022
Q1 		$62K Buy
205
+1
+0.5% +$287 0.02% 122
2021
Q4 		$56K Buy
204
+1
+0.5% +$270 0.02% 128
2021
Q3 		$51K Buy
203
+1
+0.5% +$256 0.02% 122
2021
Q2 		$51K Buy
202
+2
+1% +$521 0.02% 119
2021
Q1 		$50K Buy
+200
New +$47.6K 0.02% 111

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

IAG Wealth Partners's EG Position: Q1 2023 in Review

IAG Wealth Partners sold out of Everest Group (EG) in Q1 2023, closing a stake of 208 shares — an estimated $69K sold.

IAG Wealth Partners first reported a position in EG in Q1 2021 and held it in 8 quarters. The position peaked at $69K in Q4 2022. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

  • IAG Wealth Partners reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 208 Everest Group shares in Q1 2023, an estimated $69K.
  • IAG Wealth Partners first reported a position in Everest Group in Q1 2021 and held it in 8 quarters.
  • IAG Wealth Partners's Everest Group position peaked at $69K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.