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San Luis Wealth Advisors’s Evercore EVR Stock Holding History

San Luis 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
2023
Q1 		– Sell
-9,920
Closed -$1.08M – 162
2022
Q4 		$1.08M Buy
9,920
+1,300
+15% +$136K 1.01% 28
2022
Q3 		$709K Buy
+8,620
New +$815K 0.74% 37

Other funds holding EVR

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Luis Wealth Advisors's EVR Position: Q1 2023 in Review

San Luis Wealth Advisors sold out of Evercore (EVR) in Q1 2023, closing a stake of 9,920 shares — an estimated $1.08M sold.

San Luis Wealth Advisors first reported a position in EVR in Q3 2022 and held it in 2 quarters. The position peaked at $1.08M in Q4 2022. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • San Luis Wealth Advisors reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 9,920 Evercore shares in Q1 2023, an estimated $1.08M.
  • San Luis Wealth Advisors first reported a position in Evercore in Q3 2022 and held it in 2 quarters.
  • San Luis Wealth Advisors's Evercore position peaked at $1.08M in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on San Luis Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.