TFA
EVBN

Toth Financial Advisory’s Evans Bancorp Inc EVBN Stock Holding History

Toth Financial Advisory’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-300
Closed -$8K – 725
2020
Q4 		$8K Hold
300
– – ﹤0.01% 433
2020
Q3 		$7K Hold
300
– – ﹤0.01% 405
2020
Q2 		$7K Buy
+300
New +$7.36K ﹤0.01% 390
2020
Q1 		– Sell
-100
Closed -$4K – 529
2019
Q4 		$4K Sell
100
-100
-50% -$3.89K ﹤0.01% 377
2019
Q3 		$7K Hold
200
– – ﹤0.01% 345
2019
Q2 		$8K Hold
200
– – ﹤0.01% 337
2019
Q1 		$7K Buy
+200
New +$7K ﹤0.01% 324

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Toth Financial Advisory's EVBN Position: Q1 2021 in Review

Toth Financial Advisory sold out of Evans Bancorp Inc (EVBN) in Q1 2021, closing a stake of 300 shares — an estimated $8K sold.

Toth Financial Advisory first reported a position in EVBN in Q1 2019 and held it in 7 quarters. The position peaked at $8K in Q4 2020. 62 funds tracked by Wall St. Rank hold EVBN as of Q1 2021.

  • Toth Financial Advisory reported no remaining Evans Bancorp Inc position as of Q1 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 300 Evans Bancorp Inc shares in Q1 2021, an estimated $8K.
  • Toth Financial Advisory first reported a position in Evans Bancorp Inc in Q1 2019 and held it in 7 quarters.
  • Toth Financial Advisory's Evans Bancorp Inc position peaked at $8K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2021.

Based on Toth Financial Advisory's 13F filing for Q1 2021, filed 20 Apr 2021.