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Kestra Private Wealth Services’s Everest Group EG Stock Holding History

Kestra Private Wealth Services’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
2024
Q4 		– Sell
-1,811
Closed -$710K – 1438
2024
Q3 		$710K Sell
1,811
-562
-24% -$214K 0.01% 745
2024
Q2 		$904K Sell
2,373
-5,640
-70% -$2.13M 0.02% 607
2024
Q1 		$3.19M Buy
8,013
+2,556
+47% +$958K 0.07% 274
2023
Q4 		$1.93M Buy
+5,457
New +$2.11M 0.05% 352

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Private Wealth Services's EG Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Everest Group (EG) in Q4 2024, closing a stake of 1,811 shares — an estimated $710K sold.

Kestra Private Wealth Services first reported a position in EG in Q4 2023 and held it in 4 quarters. The position peaked at $3.19M in Q1 2024. 693 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Everest Group position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,811 Everest Group shares in Q4 2024, an estimated $710K.
  • Kestra Private Wealth Services first reported a position in Everest Group in Q4 2023 and held it in 4 quarters.
  • Kestra Private Wealth Services's Everest Group position peaked at $3.19M in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.