Raymond James Financial Services Advisors’s EverCommerce EVCM Stock Holding History

Raymond James Financial Services Advisors’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	$591K	Buy	57,000 +2,000	+4%	+$21.6K	﹤0.01%	2503
2024 Q2	$604K	Buy	55,000 +3,000	+6%	+$28.9K	﹤0.01%	2397
2024 Q1	$490K	Buy	52,000 +29,000	+126%	+$283K	﹤0.01%	2531
2023 Q4	$254K	Buy	23,000 +1,500	+7%	+$14.5K	﹤0.01%	2845
2023 Q3	$216K	Hold	21,500	–	–	﹤0.01%	2885
2023 Q2	$255K	Hold	21,500	–	–	﹤0.01%	2771
2023 Q1	$227K	Hold	21,500	–	–	﹤0.01%	2824
2022 Q4	$160K	Buy	21,500 +500	+2%	+$3.82K	﹤0.01%	2919
2022 Q3	$230K	Hold	21,000	–	–	﹤0.01%	2756
2022 Q2	$190K	Buy	21,000 +1,500	+8%	+$16.2K	﹤0.01%	2880
2022 Q1	$257K	Buy	19,500 +3,000	+18%	+$37.2K	﹤0.01%	2826
2021 Q4	$260K	Buy	+16,500	New	+$294K	﹤0.01%	2808

Other funds holding EVCM

PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial Services Advisors's EVCM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its EverCommerce (EVCM) stake by 3.6% in Q3 2024, buying an estimated $21.6K and bringing the position to 57,000 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Raymond James Financial Services Advisors first reported a position in EVCM in Q4 2021 and has held it in 12 quarters since. The position peaked at $604K in Q2 2024. 90 funds tracked by Wall St. Rank hold EVCM as of Q3 2024.

Raymond James Financial Services Advisors held 57,000 shares of EverCommerce worth $591K as of Q3 2024.
Raymond James Financial Services Advisors bought 2,000 EverCommerce shares in Q3 2024, an estimated $21.6K.
EverCommerce made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2503 holding.
Raymond James Financial Services Advisors first reported a position in EverCommerce in Q4 2021 and has held it in 12 quarters since.
Raymond James Financial Services Advisors's EverCommerce position peaked at $604K in Q2 2024.
90 funds tracked by Wall St. Rank held EverCommerce as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.