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RPg Family Wealth Advisory’s EverQuote EVER Stock Holding History

RPg Family Wealth Advisory’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$13.3K Hold
356
– – 0.01% 267
2020
Q3 		$13.8K Hold
356
– – 0.01% 249
2020
Q2 		$20.7K Sell
356
-151
-30% -$7.1K 0.01% 209
2020
Q1 		$13.3K Buy
+507
New +$17.9K 0.01% 226

Other funds holding EVER

SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

RPg Family Wealth Advisory's EVER Position: Q4 2020 in Review

RPg Family Wealth Advisory held its EverQuote (EVER) position steady in Q4 2020 at 356 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #267.

RPg Family Wealth Advisory first reported a position in EVER in Q1 2020 and has held it in 4 quarters since. The position peaked at $20.7K in Q2 2020. 127 funds tracked by Wall St. Rank hold EVER as of Q4 2020.

  • RPg Family Wealth Advisory held 356 shares of EverQuote worth $13.3K as of Q4 2020.
  • RPg Family Wealth Advisory left its EverQuote share count unchanged in Q4 2020.
  • EverQuote made up 0.01% of RPg Family Wealth Advisory's portfolio in Q4 2020, its #267 holding.
  • RPg Family Wealth Advisory first reported a position in EverQuote in Q1 2020 and has held it in 4 quarters since.
  • RPg Family Wealth Advisory's EverQuote position peaked at $20.7K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held EverQuote as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.