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Wetzel Investment Advisors’s Evercore EVR Stock Holding History

Wetzel Investment 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
2024
Q2 		– Sell
-63
Closed -$11.7K – 965
2024
Q1 		$11.7K Buy
63
+7
+13% +$1.27K 0.01% 496
2023
Q4 		$10K Buy
+56
New +$8.11K 0.01% 515

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wetzel Investment Advisors's EVR Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Evercore (EVR) in Q2 2024, closing a stake of 63 shares — an estimated $11.7K sold.

Wetzel Investment Advisors first reported a position in EVR in Q4 2023 and held it in 2 quarters. The position peaked at $11.7K in Q1 2024. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 63 Evercore shares in Q2 2024, an estimated $11.7K.
  • Wetzel Investment Advisors first reported a position in Evercore in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's Evercore position peaked at $11.7K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.