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SYSTM Wealth Solutions’s Evercore EVR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-78
Closed -$16.3K – 276
2024
Q2 		$16.3K Sell
78
-418
-84% -$81.3K ﹤0.01% 398
2024
Q1 		$95.5K Buy
496
+58
+13% +$10.5K 0.01% 483
2023
Q4 		$74.9K Buy
+438
New +$63.4K 0.01% 505

Other funds holding EVR

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's EVR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Evercore (EVR) in Q3 2024, closing a stake of 78 shares — an estimated $16.3K sold.

SYSTM Wealth Solutions first reported a position in EVR in Q4 2023 and held it in 3 quarters. The position peaked at $95.5K in Q1 2024. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 78 Evercore shares in Q3 2024, an estimated $16.3K.
  • SYSTM Wealth Solutions first reported a position in Evercore in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Evercore position peaked at $95.5K in Q1 2024.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.