RBA Wealth Management’s Evercore EVR Stock Holding History

RBA 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
2021 Q2	–	Sell	-145	Closed	-$19.1K	–	114
2021 Q1	$19.1K	Buy	+145	New	+$17.7K	0.02%	114

Other funds holding EVR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RBA Wealth Management's EVR Position: Q2 2021 in Review

RBA Wealth Management sold out of Evercore (EVR) in Q2 2021, closing a stake of 145 shares — an estimated $19.1K sold.

RBA Wealth Management first reported a position in EVR in Q1 2021 and held it in 1 quarter. The position peaked at $19.1K in Q1 2021. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

RBA Wealth Management reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
RBA Wealth Management sold 145 Evercore shares in Q2 2021, an estimated $19.1K.
RBA Wealth Management first reported a position in Evercore in Q1 2021 and held it in 1 quarter.
RBA Wealth Management's Evercore position peaked at $19.1K in Q1 2021.
428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.