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Resurgent Financial Advisors’s Everest Group EG Stock Holding History

Resurgent Financial Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-65
Closed -$21.5K – 528
2022
Q4 		$21.5K Buy
+65
New +$20.3K 0.01% 600

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Resurgent Financial Advisors's EG Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Everest Group (EG) in Q1 2023, closing a stake of 65 shares — an estimated $21.5K sold.

Resurgent Financial Advisors first reported a position in EG in Q4 2022 and held it in 1 quarter. The position peaked at $21.5K in Q4 2022. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 65 Everest Group shares in Q1 2023, an estimated $21.5K.
  • Resurgent Financial Advisors first reported a position in Everest Group in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Everest Group position peaked at $21.5K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.