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Patriot Financial Group Insurance Agency’s EverQuote EVER Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-65
Closed -$1K – 878
2022
Q2 		$1K Hold
65
– – ﹤0.01% 1887
2022
Q1 		$1K Buy
+65
New +$984 ﹤0.01% 1934

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Patriot Financial Group Insurance Agency's EVER Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of EverQuote (EVER) in Q3 2022, closing a stake of 65 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in EVER in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 98 funds tracked by Wall St. Rank hold EVER as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining EverQuote position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 65 EverQuote shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in EverQuote in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's EverQuote position peaked at $1K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held EverQuote as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.