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Ten Capital Wealth Advisors’s Everest Group EG Stock Holding History

Ten Capital Wealth Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13
Closed -$3K – 611
2022
Q3 		$3K Buy
+13
New +$3.52K ﹤0.01% 451

Other funds holding EG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Ten Capital Wealth Advisors's EG Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Everest Group (EG) in Q4 2022, closing a stake of 13 shares — an estimated $3K sold.

Ten Capital Wealth Advisors first reported a position in EG in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 557 funds tracked by Wall St. Rank hold EG as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining Everest Group position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 13 Everest Group shares in Q4 2022, an estimated $3K.
  • Ten Capital Wealth Advisors first reported a position in Everest Group in Q3 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Everest Group position peaked at $3K in Q3 2022.
  • 557 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.