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U.S. Capital Wealth Advisors’s Evercore EVR Stock Holding History

U.S. Capital Wealth Advisors’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
2026
Q1 		$1.47M Buy
+4,932
New +$1.61M 0.04% 410
2025
Q2 		– Sell
-10,140
Closed -$2.03M – 902
2025
Q1 		$2.03M Buy
10,140
+72
+0.7% +$17.9K 0.06% 284
2024
Q4 		$2.79M Buy
+10,068
New +$2.85M 0.09% 239
2022
Q1 		– Sell
-22,682
Closed -$3.08M – 719
2021
Q4 		$3.08M Sell
22,682
-657
-3% -$95.8K 0.12% 184
2021
Q3 		$3.12M Buy
+23,339
New +$3.17M 0.14% 177

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return