WP
EVRI

WealthPLAN Partners’s Everi Holdings EVRI Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-250
Closed -$3.62K – 555
2023
Q2 		$3.62K Hold
250
– – ﹤0.01% 967
2023
Q1 		$4.29K Buy
+250
New +$4.32K ﹤0.01% 1028
2016
Q3 		$24.3K Sell
10,110
-10,110
-50% -$20.1K 0.01% 444
2016
Q2 		$11.6K Buy
+20,220
New +$33.6K ﹤0.01% 1676

Other funds holding EVRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's EVRI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Everi Holdings (EVRI) in Q3 2023, closing a stake of 250 shares — an estimated $3.62K sold.

WealthPLAN Partners first reported a position in EVRI in Q2 2016 and held it in 4 quarters. The position peaked at $24.3K in Q3 2016. 219 funds tracked by Wall St. Rank hold EVRI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Everi Holdings position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 250 Everi Holdings shares in Q3 2023, an estimated $3.62K.
  • WealthPLAN Partners first reported a position in Everi Holdings in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Everi Holdings position peaked at $24.3K in Q3 2016.
  • 219 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.