TCI Wealth Advisors’s Evercore EVR Stock Holding History

TCI 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 Q2	–	Sell	-239	Closed	-$27.6K	–	869
2023 Q1	$27.6K	Hold	239	–	–	﹤0.01%	587
2022 Q4	$26.1K	Sell	239 -109	-31%	-$11.4K	﹤0.01%	592
2022 Q3	$29K	Sell	348 -125	-26%	-$11.8K	﹤0.01%	524
2022 Q2	$44K	Buy	473 +398	+531%	+$42.4K	0.01%	403
2022 Q1	$8K	Sell	75 -77	-51%	-$9.47K	﹤0.01%	1241
2021 Q4	$21K	Hold	152	–	–	﹤0.01%	681
2021 Q3	$20K	Buy	152 +78	+105%	+$10.6K	﹤0.01%	690
2021 Q2	$10K	Hold	74	–	–	﹤0.01%	953
2021 Q1	$10K	Hold	74	–	–	﹤0.01%	850
2020 Q4	$8K	Hold	74	–	–	﹤0.01%	706
2020 Q3	$5K	Hold	74	–	–	﹤0.01%	763
2020 Q2	$4K	Hold	74	–	–	﹤0.01%	795
2020 Q1	$3K	Buy	+74	New	+$4.96K	﹤0.01%	853
2018 Q4	–	Sell	-5	Closed	-$1K	–	1498
2018 Q3	$1K	Sell	5 -9	-64%	-$970	﹤0.01%	1207
2018 Q2	$1K	Buy	+14	New	+$1.44K	﹤0.01%	1279

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

TCI Wealth Advisors's EVR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Evercore (EVR) in Q2 2023, closing a stake of 239 shares — an estimated $27.6K sold.

TCI Wealth Advisors first reported a position in EVR in Q2 2018 and held it in 15 quarters. The position peaked at $44K in Q2 2022. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

TCI Wealth Advisors reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 239 Evercore shares in Q2 2023, an estimated $27.6K.
TCI Wealth Advisors first reported a position in Evercore in Q2 2018 and held it in 15 quarters.
TCI Wealth Advisors's Evercore position peaked at $44K in Q2 2022.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.