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Raymond James & Associates’s EverCommerce EVCM Stock Holding History

Raymond James & Associates’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$378K Buy
36,500
+3,500
+11% +$37.8K ﹤0.01% 3267
2024
Q2 		$362K Hold
33,000
– – ﹤0.01% 3263
2024
Q1 		$311K Buy
+33,000
New +$322K ﹤0.01% 3357

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James & Associates's EVCM Position: Q3 2024 in Review

Raymond James & Associates increased its EverCommerce (EVCM) stake by 11% in Q3 2024, buying an estimated $37.8K and bringing the position to 36,500 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Raymond James & Associates first reported a position in EVCM in Q1 2024 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold EVCM as of Q3 2024.

  • Raymond James & Associates held 36,500 shares of EverCommerce worth $378K as of Q3 2024.
  • Raymond James & Associates bought 3,500 EverCommerce shares in Q3 2024, an estimated $37.8K.
  • EverCommerce made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3267 holding.
  • Raymond James & Associates first reported a position in EverCommerce in Q1 2024 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.