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Integrated Advisors Network’s Evercore EVR Stock Holding History

Integrated Advisors Network’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
2023
Q2 		– Sell
-3,833
Closed -$442K – 678
2023
Q1 		$442K Buy
+3,833
New +$476K 0.03% 467

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Advisors Network's EVR Position: Q2 2023 in Review

Integrated Advisors Network sold out of Evercore (EVR) in Q2 2023, closing a stake of 3,833 shares — an estimated $442K sold.

Integrated Advisors Network first reported a position in EVR in Q1 2023 and held it in 1 quarter. The position peaked at $442K in Q1 2023. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

  • Integrated Advisors Network reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 3,833 Evercore shares in Q2 2023, an estimated $442K.
  • Integrated Advisors Network first reported a position in Evercore in Q1 2023 and held it in 1 quarter.
  • Integrated Advisors Network's Evercore position peaked at $442K in Q1 2023.
  • 399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Integrated Advisors Network's 13F filing for Q2 2023, filed 14 Jul 2023.