Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s EverCommerce EVCM Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q2 		– Sell
-1,000
Closed -$9.42K – 3589
2024
Q1 		$9.42K Buy
+1,000
New +$9.76K ﹤0.01% 2659

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SLG
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SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVCM Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of EverCommerce (EVCM) in Q2 2024, closing a stake of 1,000 shares — an estimated $9.42K sold.

Northwestern Mutual Wealth Management first reported a position in EVCM in Q1 2024 and held it in 1 quarter. The position peaked at $9.42K in Q1 2024. 85 funds tracked by Wall St. Rank hold EVCM as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining EverCommerce position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,000 EverCommerce shares in Q2 2024, an estimated $9.42K.
  • Northwestern Mutual Wealth Management first reported a position in EverCommerce in Q1 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's EverCommerce position peaked at $9.42K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held EverCommerce as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.