SFS
EVRI

Sowell Financial Services’s Everi Holdings EVRI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-250
Closed -$5K – 1191
2021
Q1 		$5K Hold
250
– – ﹤0.01% 2591
2020
Q4 		$3K Hold
250
– – ﹤0.01% 2391
2020
Q3 		$2K Sell
250
-7,400
-97% -$51.4K ﹤0.01% 2211
2020
Q2 		$39K Buy
+7,650
New +$38.9K ﹤0.01% 1245

Other funds holding EVRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Sowell Financial Services's EVRI Position: Q2 2021 in Review

Sowell Financial Services sold out of Everi Holdings (EVRI) in Q2 2021, closing a stake of 250 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in EVRI in Q2 2020 and held it in 4 quarters. The position peaked at $39K in Q2 2020. 207 funds tracked by Wall St. Rank hold EVRI as of Q2 2021.

  • Sowell Financial Services reported no remaining Everi Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 250 Everi Holdings shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Everi Holdings in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Everi Holdings position peaked at $39K in Q2 2020.
  • 207 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.