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Summit Financial Strategies’s EverCommerce EVCM Stock Holding History

Summit Financial Strategies’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,226
Closed -$91K – 126
2022
Q4 		$91K Hold
12,226
– – 0.02% 119
2022
Q3 		$134K Hold
12,226
– – 0.03% 114
2022
Q2 		$111K Hold
12,226
– – 0.03% 115
2022
Q1 		$161K Buy
+12,226
New +$152K 0.03% 118

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Vanguard Group
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Summit Financial Strategies's EVCM Position: Q1 2023 in Review

Summit Financial Strategies sold out of EverCommerce (EVCM) in Q1 2023, closing a stake of 12,226 shares — an estimated $91K sold.

Summit Financial Strategies first reported a position in EVCM in Q1 2022 and held it in 4 quarters. The position peaked at $161K in Q1 2022. 85 funds tracked by Wall St. Rank hold EVCM as of Q1 2023.

  • Summit Financial Strategies reported no remaining EverCommerce position as of Q1 2023 after selling out during the quarter.
  • Summit Financial Strategies sold 12,226 EverCommerce shares in Q1 2023, an estimated $91K.
  • Summit Financial Strategies first reported a position in EverCommerce in Q1 2022 and held it in 4 quarters.
  • Summit Financial Strategies's EverCommerce position peaked at $161K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held EverCommerce as of Q1 2023.

Based on Summit Financial Strategies's 13F filing for Q1 2023, filed 21 Apr 2023.