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Prospera Financial Services’s Evercore EVR Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-456
Closed -$43K – 1061
2022
Q2 		$43K Sell
456
-3
-0.7% -$320 ﹤0.01% 1059
2022
Q1 		$51K Buy
+459
New +$56.5K ﹤0.01% 1372

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State Street
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Hotchkis & Wiley Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prospera Financial Services's EVR Position: Q3 2022 in Review

Prospera Financial Services sold out of Evercore (EVR) in Q3 2022, closing a stake of 456 shares — an estimated $43K sold.

Prospera Financial Services first reported a position in EVR in Q1 2022 and held it in 2 quarters. The position peaked at $51K in Q1 2022. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

  • Prospera Financial Services reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 456 Evercore shares in Q3 2022, an estimated $43K.
  • Prospera Financial Services first reported a position in Evercore in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Evercore position peaked at $51K in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.