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Proathlete Wealth Management’s Evercore EVR Stock Holding History

Proathlete Wealth 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
Q3 		– Sell
-4
Closed -$1.08K – 269
2025
Q2 		$1.08K Buy
+4
New +$880 ﹤0.01% 225

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Invesco
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Boston Partners
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Proathlete Wealth Management's EVR Position: Q3 2025 in Review

Proathlete Wealth Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 4 shares — an estimated $1.08K sold.

Proathlete Wealth Management first reported a position in EVR in Q2 2025 and held it in 1 quarter. The position peaked at $1.08K in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Proathlete Wealth Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Proathlete Wealth Management sold 4 Evercore shares in Q3 2025, an estimated $1.08K.
  • Proathlete Wealth Management first reported a position in Evercore in Q2 2025 and held it in 1 quarter.
  • Proathlete Wealth Management's Evercore position peaked at $1.08K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Proathlete Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.