Paces Ferry Wealth Advisors’s Evercore EVR Stock Holding History

Paces Ferry Wealth Advisors’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
2020 Q4	–	Sell	-7	Closed	–	–	450
2020 Q3	$0	Buy	+7	New	+$425	﹤0.01%	1153

Other funds holding EVR

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paces Ferry Wealth Advisors's EVR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Evercore (EVR) in Q4 2020, closing a stake of 7 shares.

Paces Ferry Wealth Advisors first reported a position in EVR in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 351 funds tracked by Wall St. Rank hold EVR as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Evercore position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 7 Evercore shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in Evercore in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Evercore position peaked at $0 in Q3 2020.
351 funds tracked by Wall St. Rank held Evercore as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.