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TFO Wealth Partners’s Evercore EVR Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$385 – 278
2024
Q1 		$385 Hold
2
– – ﹤0.01% 325
2023
Q4 		$342 Hold
2
– – ﹤0.01% 467
2023
Q3 		$247 Hold
2
– – ﹤0.01% 727
2023
Q2 		$247 Hold
2
– – ﹤0.01% 454
2023
Q1 		$231 Buy
2
+1
+100% +$124 ﹤0.01% 441
2022
Q4 		$249 Buy
+1
New +$104 ﹤0.01% 595

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's EVR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Evercore (EVR) in Q2 2024, closing a stake of 2 shares — an estimated $385 sold.

TFO Wealth Partners first reported a position in EVR in Q4 2022 and held it in 6 quarters. The position peaked at $385 in Q1 2024. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Evercore shares in Q2 2024, an estimated $385.
  • TFO Wealth Partners first reported a position in Evercore in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Evercore position peaked at $385 in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.