PCS
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Personal CFO Solutions’s Evercore EVR Stock Holding History

Personal CFO Solutions’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
2022
Q4 		– Sell
-2,478
Closed -$204K – 467
2022
Q3 		$204K Sell
2,478
-62
-2% -$5.86K 0.05% 367
2022
Q2 		$238K Sell
2,540
-223
-8% -$23.8K 0.06% 334
2022
Q1 		$308K Sell
2,763
-47
-2% -$5.78K 0.06% 313
2021
Q4 		$382K Buy
2,810
+46
+2% +$6.71K 0.07% 258
2021
Q3 		$369K Buy
2,764
+438
+19% +$59.5K 0.08% 233
2021
Q2 		$327K Sell
2,326
-668
-22% -$93.4K 0.07% 264
2021
Q1 		$394K Buy
2,994
+438
+17% +$53.5K 0.09% 208
2020
Q4 		$280K Buy
+2,556
New +$227K 0.07% 259

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's EVR Position: Q4 2022 in Review

Personal CFO Solutions sold out of Evercore (EVR) in Q4 2022, closing a stake of 2,478 shares — an estimated $204K sold.

Personal CFO Solutions first reported a position in EVR in Q4 2020 and held it in 8 quarters. The position peaked at $394K in Q1 2021. 394 funds tracked by Wall St. Rank hold EVR as of Q4 2022.

  • Personal CFO Solutions reported no remaining Evercore position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 2,478 Evercore shares in Q4 2022, an estimated $204K.
  • Personal CFO Solutions first reported a position in Evercore in Q4 2020 and held it in 8 quarters.
  • Personal CFO Solutions's Evercore position peaked at $394K in Q1 2021.
  • 394 funds tracked by Wall St. Rank held Evercore as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.