TWA
EVR icon

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return