TCI Wealth Advisors’s Everi Holdings EVRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-198	Closed	-$3K	–	2545
2022 Q3	$3K	Hold	198	–	–	﹤0.01%	1763
2022 Q2	$3K	Sell	198 -95	-32%	-$1.67K	﹤0.01%	1790
2022 Q1	$6K	Sell	293 -32	-10%	-$681	﹤0.01%	1407
2021 Q4	$7K	Buy	325 +197	+154%	+$4.49K	﹤0.01%	1413
2021 Q3	$3K	Hold	128	–	–	﹤0.01%	1928
2021 Q2	$3K	Hold	128	–	–	﹤0.01%	1739
2021 Q1	$2K	Buy	+128	New	+$1.82K	﹤0.01%	1734
2018 Q1	–	Sell	-82	Closed	-$1K	–	1374
2017 Q4	$1K	Buy	+82	New	+$661	﹤0.01%	1175
2016 Q4	–	Sell	-500	Closed	-$1K	–	1384
2016 Q3	$1K	Hold	500	–	–	﹤0.01%	1110
2016 Q2	$1K	Hold	500	–	–	﹤0.01%	1052
2016 Q1	$1K	Buy	+500	New	+$1.5K	﹤0.01%	1072

Other funds holding EVRI

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's EVRI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Everi Holdings (EVRI) in Q4 2022, closing a stake of 198 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in EVRI in Q1 2016 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 234 funds tracked by Wall St. Rank hold EVRI as of Q4 2022.

TCI Wealth Advisors reported no remaining Everi Holdings position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 198 Everi Holdings shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Everi Holdings in Q1 2016 and held it in 11 quarters.
TCI Wealth Advisors's Everi Holdings position peaked at $7K in Q4 2021.
234 funds tracked by Wall St. Rank held Everi Holdings as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.