PWAM
EVR icon

Private Wealth Asset Management’s Evercore EVR Stock Holding History

Private Wealth Asset Management’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
2025
Q2 		– Sell
-315
Closed -$62.9K – 1147
2025
Q1 		$62.9K Buy
+315
New +$78.5K 0.01% 351

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Asset Management's EVR Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 315 shares — an estimated $62.9K sold.

Private Wealth Asset Management first reported a position in EVR in Q1 2025 and held it in 1 quarter. The position peaked at $62.9K in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 315 Evercore shares in Q2 2025, an estimated $62.9K.
  • Private Wealth Asset Management first reported a position in Evercore in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Evercore position peaked at $62.9K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.