WealthShield Partners’s Everi Holdings EVRI Stock Holding History

WealthShield 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
2021 Q2	–	Sell	-249	Closed	-$4K	–	886
2021 Q1	$4K	Buy	+249	New	+$3.54K	﹤0.01%	985
2020 Q4	–	Sell	-24,574	Closed	-$203K	–	313
2020 Q3	$203K	Sell	24,574 -27,779	-53%	-$193K	0.07%	237
2020 Q2	$270K	Buy	+52,353	New	+$266K	0.12%	163

Other funds holding EVRI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

WealthShield Partners's EVRI Position: Q2 2021 in Review

WealthShield Partners sold out of Everi Holdings (EVRI) in Q2 2021, closing a stake of 249 shares — an estimated $4K sold.

WealthShield Partners first reported a position in EVRI in Q2 2020 and held it in 3 quarters. The position peaked at $270K in Q2 2020. 207 funds tracked by Wall St. Rank hold EVRI as of Q2 2021.

WealthShield Partners reported no remaining Everi Holdings position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 249 Everi Holdings shares in Q2 2021, an estimated $4K.
WealthShield Partners first reported a position in Everi Holdings in Q2 2020 and held it in 3 quarters.
WealthShield Partners's Everi Holdings position peaked at $270K in Q2 2020.
207 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.