A detailed history of Cetera Trust Company, N.A transactions in Evercore Inc. stock. As of the latest transaction made, Cetera Trust Company, N.A holds 1,814 shares of EVR stock, worth $389,302. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,814
Previous 1,914 5.22%
Holding current value
$389,302
Previous $327 Million 6.71%
% of portfolio
0.21%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$163.68 - $196.33 $16,368 - $19,633
-100 Reduced 5.22%
1,814 $349 Million
Q4 2023

Feb 01, 2024

BUY
$126.39 - $173.41 $241,910 - $331,906
1,914 New
1,914 $327 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $8.4B
  • Description
  • Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...
More about EVR
Track This Portfolio

Track Cetera Trust Company, N.A Portfolio

Follow Cetera Trust Company, N.A and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Trust Company, N.A, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Trust Company, N.A with notifications on news.