Robertson Stephens Wealth Management’s Everi Holdings EVRI Stock Holding History

Robertson Stephens Wealth Management’s Portfolio EVRI Stock Details EVRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-31,764	Closed	-$667K	–	392
2022 Q1	$667K	Sell	31,764 -5,647	-15%	-$120K	0.06%	224
2021 Q4	$798K	Sell	37,411 -925	-2%	-$21.1K	0.07%	205
2021 Q3	$926K	Buy	38,336 +1,210	+3%	+$27.6K	0.1%	127
2021 Q2	$925K	Buy	37,126 +1,593	+4%	+$30.1K	0.11%	127
2021 Q1	$501K	Buy	35,533 +1	+0%	+$14	0.08%	176
2020 Q4	$490K	Sell	35,532 -7,157	-17%	-$77.7K	0.1%	143
2020 Q3	$352K	Buy	+42,689	New	+$296K	0.09%	164

Other funds holding EVRI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

Robertson Stephens Wealth Management's EVRI Position: Q2 2022 in Review

Robertson Stephens Wealth Management sold out of Everi Holdings (EVRI) in Q2 2022, closing a stake of 31,764 shares — an estimated $667K sold.

Robertson Stephens Wealth Management first reported a position in EVRI in Q3 2020 and held it in 7 quarters. The position peaked at $926K in Q3 2021. 220 funds tracked by Wall St. Rank hold EVRI as of Q2 2022.

Robertson Stephens Wealth Management reported no remaining Everi Holdings position as of Q2 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 31,764 Everi Holdings shares in Q2 2022, an estimated $667K.
Robertson Stephens Wealth Management first reported a position in Everi Holdings in Q3 2020 and held it in 7 quarters.
Robertson Stephens Wealth Management's Everi Holdings position peaked at $926K in Q3 2021.
220 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.