IWP
EVR icon

Icon Wealth Partners’s Evercore EVR Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-152
Closed -$14K – 345
2019
Q1 		$14K Buy
+152
New +$13.3K 0.01% 623
2018
Q3 		– Sell
-122
Closed -$13K – 403
2018
Q2 		$13K Buy
+122
New +$12.6K 0.01% 658
2018
Q1 		– Sell
-115
Closed -$10K – 401
2017
Q4 		$10K Buy
+115
New +$9.59K 0.01% 702

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Citadel Advisors
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Wells Fargo
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N
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return