New Wave Wealth Advisors’s Everest Group EG Stock Holding History

New Wave Wealth Advisors’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 Q3	–	Sell	-1,299	Closed	-$495K	–	155
2024 Q2	$495K	Buy	+1,299	New	+$491K	0.27%	63

Other funds holding EG

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

New Wave Wealth Advisors's EG Position: Q3 2024 in Review

New Wave Wealth Advisors sold out of Everest Group (EG) in Q3 2024, closing a stake of 1,299 shares — an estimated $495K sold.

New Wave Wealth Advisors first reported a position in EG in Q2 2024 and held it in 1 quarter. The position peaked at $495K in Q2 2024. 673 funds tracked by Wall St. Rank hold EG as of Q3 2024.

New Wave Wealth Advisors reported no remaining Everest Group position as of Q3 2024 after selling out during the quarter.
New Wave Wealth Advisors sold 1,299 Everest Group shares in Q3 2024, an estimated $495K.
New Wave Wealth Advisors first reported a position in Everest Group in Q2 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Everest Group position peaked at $495K in Q2 2024.
673 funds tracked by Wall St. Rank held Everest Group as of Q3 2024.

Based on New Wave Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.