Wealthgate Family Office’s EverCommerce EVCM Stock Holding History

Wealthgate Family Office’s Portfolio EVCM Stock Details EVCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.05M	Hold	294,116	–	–	8.49%	3
2024 Q2	$3.23M	Hold	294,116	–	–	7.95%	4
2024 Q1	$2.77M	Hold	294,116	–	–	7.19%	3
2023 Q4	$3.24M	Hold	294,116	–	–	8.98%	3
2023 Q3	$2.95M	Hold	294,116	–	–	9.17%	2
2023 Q2	$3.48M	Hold	294,116	–	–	10.18%	2
2023 Q1	$3.11M	Buy	+294,116	New	+$2.84M	8.95%	3
2022 Q4	–	Sell	-294,116	Closed	-$3.21M	–	20
2022 Q3	$3.21M	Hold	294,116	–	–	8.55%	3
2022 Q2	$2.66M	Hold	294,116	–	–	6.56%	4
2022 Q1	$3.88M	Hold	294,116	–	–	7.79%	4
2021 Q4	$4.63M	Sell	294,116 -29,411	-9%	-$524K	7.21%	3
2021 Q3	$5.33M	Buy	+323,527	New	+$5.96M	8.2%	3

Other funds holding EVCM

PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthgate Family Office's EVCM Position: Q3 2024 in Review

Wealthgate Family Office held its EverCommerce (EVCM) position steady in Q3 2024 at 294,116 shares worth $3.05M. The position accounts for 8.49% of the portfolio, ranked #3.

Wealthgate Family Office first reported a position in EVCM in Q3 2021 and has held it in 12 quarters since. The position peaked at $5.33M in Q3 2021. 90 funds tracked by Wall St. Rank hold EVCM as of Q3 2024.

Wealthgate Family Office held 294,116 shares of EverCommerce worth $3.05M as of Q3 2024.
Wealthgate Family Office left its EverCommerce share count unchanged in Q3 2024.
EverCommerce made up 8.49% of Wealthgate Family Office's portfolio in Q3 2024, its #3 holding.
Wealthgate Family Office first reported a position in EverCommerce in Q3 2021 and has held it in 12 quarters since.
Wealthgate Family Office's EverCommerce position peaked at $5.33M in Q3 2021.
90 funds tracked by Wall St. Rank held EverCommerce as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.