Ropes Wealth Advisors’s Evercore EVR Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-22	Closed	-$2K	–	424
2020 Q4	$2K	Buy	+22	New	+$1.96K	﹤0.01%	641
2018 Q2	–	Sell	-20	Closed	-$2K	–	569
2018 Q1	$2K	Buy	+20	New	+$1.88K	﹤0.01%	535

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

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ropes Wealth Advisors's EVR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Evercore (EVR) in Q1 2021, closing a stake of 22 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in EVR in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

Ropes Wealth Advisors reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 22 Evercore shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Evercore in Q1 2018 and held it in 2 quarters.
Ropes Wealth Advisors's Evercore position peaked at $2K in Q4 2020.
410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.