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SFS
Sowell Financial Services’s
Evercore
EVR
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-79
Closed
-$11K
–
1190
2021
Q1
$11K
Buy
79
+10
+14%
+$1.22K
﹤0.01%
2272
2020
Q4
$8K
Buy
69
+63
+1,050%
+$5.61K
﹤0.01%
2104
2020
Q3
$0
Sell
6
-76
-93%
-$4.61K
﹤0.01%
2581
2020
Q2
$5K
Sell
82
-32
-28%
-$1.74K
﹤0.01%
1890
2020
Q1
$5K
Sell
114
-46
-29%
-$3.08K
﹤0.01%
1812
2019
Q4
$12K
Sell
160
-6
-4%
-$457
﹤0.01%
1619
2019
Q3
$13K
Buy
+166
New
+$13.8K
﹤0.01%
1433
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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