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Wipfli Financial Advisors’s Evercore EVR Stock Holding History

Wipfli Financial 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
2022
Q3 		$38K Buy
+467
New +$44.2K ﹤0.01% 1239

Other funds holding EVR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wipfli Financial Advisors's EVR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Evercore (EVR) in Q3 2022: 467 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings.

369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

  • Wipfli Financial Advisors held 467 shares of Evercore worth $38K as of Q3 2022.
  • Evercore was a new Wipfli Financial Advisors position in Q3 2022.
  • Evercore made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1239 holding.
  • 369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.