Prevail Innovative Wealth Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-121,918	Closed	-$1.06M	–	177
2024 Q3	$1.06M	Buy	121,918 +28,323	+30%	+$238K	0.32%	94
2024 Q2	$791K	Buy	93,595 +11,449	+14%	+$93.9K	0.28%	97
2024 Q1	$670K	Buy	82,146 +55,753	+211%	+$440K	0.25%	106
2023 Q4	$204K	Buy	+26,393	New	+$196K	0.1%	131

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prevail Innovative Wealth Advisors's EXG Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024, closing a stake of 121,918 shares — an estimated $1.06M sold.

Prevail Innovative Wealth Advisors first reported a position in EXG in Q4 2023 and held it in 4 quarters. The position peaked at $1.06M in Q3 2024. 276 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

Prevail Innovative Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 121,918 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2024, an estimated $1.06M.
Prevail Innovative Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.06M in Q3 2024.
276 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.