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Retirement Planning Company of New England’s Evercore EVR Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-50
Closed -$6K – 429
2021
Q4 		$6K Buy
+50
New +$7.29K ﹤0.01% 728

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Retirement Planning Company of New England's EVR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Evercore (EVR) in Q1 2022, closing a stake of 50 shares — an estimated $6K sold.

Retirement Planning Company of New England first reported a position in EVR in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 50 Evercore shares in Q1 2022, an estimated $6K.
  • Retirement Planning Company of New England first reported a position in Evercore in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Evercore position peaked at $6K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.