TCI Wealth Advisors’s EverQuote EVER Stock Holding History

TCI Wealth Advisors’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-284	Closed	-$5K	–	2340
2022 Q1	$5K	Buy	+284	New	+$4.3K	﹤0.01%	1525
2021 Q3	–	Sell	-79	Closed	-$3K	–	2433
2021 Q2	$3K	Buy	79 +32	+68%	+$1.07K	﹤0.01%	1738
2021 Q1	$2K	Buy	+47	New	+$2K	﹤0.01%	1732

Other funds holding EVER

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TCI Wealth Advisors's EVER Position: Q2 2022 in Review

TCI Wealth Advisors sold out of EverQuote (EVER) in Q2 2022, closing a stake of 284 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in EVER in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 104 funds tracked by Wall St. Rank hold EVER as of Q2 2022.

TCI Wealth Advisors reported no remaining EverQuote position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 284 EverQuote shares in Q2 2022, an estimated $5K.
TCI Wealth Advisors first reported a position in EverQuote in Q1 2021 and held it in 3 quarters.
TCI Wealth Advisors's EverQuote position peaked at $5K in Q1 2022.
104 funds tracked by Wall St. Rank held EverQuote as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.