My Personal CFO LLC’s Evercore EVR Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-58	Closed	-$6.33K	–	316
2022 Q4	$6.33K	Buy	+58	New	+$6.05K	0.01%	333

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

My Personal CFO LLC's EVR Position: Q1 2023 in Review

My Personal CFO LLC sold out of Evercore (EVR) in Q1 2023, closing a stake of 58 shares — an estimated $6.33K sold.

My Personal CFO LLC first reported a position in EVR in Q4 2022 and held it in 1 quarter. The position peaked at $6.33K in Q4 2022. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

My Personal CFO LLC reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 58 Evercore shares in Q1 2023, an estimated $6.33K.
My Personal CFO LLC first reported a position in Evercore in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Evercore position peaked at $6.33K in Q4 2022.
419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.