Sutton Wealth Advisors’s Evercore EVR Stock Holding History

Sutton 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	-2	Closed	-$218	–	1046
2022 Q4	$218	Buy	+2	New	+$209	﹤0.01%	1584
2022 Q1	–	Sell	-4	Closed	-$543	–	1654
2021 Q4	$543	Buy	+4	New	+$583	﹤0.01%	1500
2018 Q4	–	Sell	-114	Closed	-$11.5K	–	1147
2018 Q3	$11.5K	Hold	114	–	–	0.01%	762
2018 Q2	$12K	Sell	114 -446	-80%	-$46K	0.01%	789
2018 Q1	$48.8K	Hold	560	–	–	0.04%	277
2017 Q4	$50.4K	Hold	560	–	–	0.04%	271
2017 Q3	$44.9K	Buy	560 +260	+87%	+$19.5K	0.03%	295
2017 Q2	$21.1K	Hold	300	–	–	0.02%	504
2017 Q1	$23.4K	Hold	300	–	–	0.02%	460
2016 Q4	$20.6K	Hold	300	–	–	0.02%	486
2016 Q3	$15.5K	Buy	300 +201	+203%	+$10.1K	0.01%	536
2016 Q2	$4.38K	Sell	99 -466	-82%	-$23.2K	﹤0.01%	807
2016 Q1	$29.2K	Buy	+565	New	+$27K	0.03%	341

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's EVR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Evercore (EVR) in Q1 2023, closing a stake of 2 shares — an estimated $218 sold.

Sutton Wealth Advisors first reported a position in EVR in Q1 2016 and held it in 13 quarters. The position peaked at $50.4K in Q4 2017. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

Sutton Wealth Advisors reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2 Evercore shares in Q1 2023, an estimated $218.
Sutton Wealth Advisors first reported a position in Evercore in Q1 2016 and held it in 13 quarters.
Sutton Wealth Advisors's Evercore position peaked at $50.4K in Q4 2017.
419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.