TFA
EVRI

Toth Financial Advisory’s Everi Holdings EVRI Stock Holding History

Toth Financial Advisory’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
2023
Q4 		– Sell
-80
Closed -$1.06K – 747
2023
Q3 		$1.06K Hold
80
– – ﹤0.01% 712
2023
Q2 		$1.16K Hold
80
– – ﹤0.01% 720
2023
Q1 		$1.37K Hold
80
– – ﹤0.01% 721
2022
Q4 		$1.15K Buy
+80
New +$1.33K ﹤0.01% 658

Other funds holding EVRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toth Financial Advisory's EVRI Position: Q4 2023 in Review

Toth Financial Advisory sold out of Everi Holdings (EVRI) in Q4 2023, closing a stake of 80 shares — an estimated $1.06K sold.

Toth Financial Advisory first reported a position in EVRI in Q4 2022 and held it in 4 quarters. The position peaked at $1.37K in Q1 2023. 223 funds tracked by Wall St. Rank hold EVRI as of Q4 2023.

  • Toth Financial Advisory reported no remaining Everi Holdings position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 80 Everi Holdings shares in Q4 2023, an estimated $1.06K.
  • Toth Financial Advisory first reported a position in Everi Holdings in Q4 2022 and held it in 4 quarters.
  • Toth Financial Advisory's Everi Holdings position peaked at $1.37K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Everi Holdings as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.