Invesco
EVCM icon

Invesco’s EverCommerce EVCM Stock Holding History

Invesco’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,037
Closed -$74.7K – 3908
2022
Q4 		$74.7K Sell
10,037
-121
-1% -$925 ﹤0.01% 3868
2022
Q3 		$111K Buy
10,158
+129
+1% +$1.46K ﹤0.01% 3817
2022
Q2 		$90K Buy
+10,029
New +$108K ﹤0.01% 3904
2021
Q4 		– Sell
-658,926
Closed -$10.9M – 4052
2021
Q3 		$10.9M Buy
+658,926
New +$12.1M ﹤0.01% 1956

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Invesco's EVCM Position: Q1 2023 in Review

Invesco sold out of EverCommerce (EVCM) in Q1 2023, closing a stake of 10,037 shares — an estimated $74.7K sold.

Invesco first reported a position in EVCM in Q3 2021 and held it in 4 quarters. The position peaked at $10.9M in Q3 2021. 85 funds tracked by Wall St. Rank hold EVCM as of Q1 2023.

  • Invesco reported no remaining EverCommerce position as of Q1 2023 after selling out during the quarter.
  • Invesco sold 10,037 EverCommerce shares in Q1 2023, an estimated $74.7K.
  • Invesco first reported a position in EverCommerce in Q3 2021 and held it in 4 quarters.
  • Invesco's EverCommerce position peaked at $10.9M in Q3 2021.
  • 85 funds tracked by Wall St. Rank held EverCommerce as of Q1 2023.

Based on Invesco's 13F filing for Q1 2023, filed 12 May 2023.