Evercore Wealth Management, LLC Closed Holding Positions

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
15,768
$22.99 - $29.35 $363K - $463K
APPH
App Harvest, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
14,150
$2.53 - $5.2 $35.8K - $73.6K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2022 Filed on Aug 15, 2022
3,411
$81.97 - $83.48 $280K - $285K
HOWL
Werewolf Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
46,500
$3.43 - $5.98 $159K - $278K
VFH
Vanguard Financial ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
2,237
$75.42 - $93.29 $169K - $209K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q2 2022 Filed on Aug 15, 2022
21,225
$9.68 - $11.9 $205K - $253K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
22,425
$11.05 - $12.72 $248K - $285K
ZBRA
Zebra Technologies Corp

Technology
Q2 2022 Filed on Aug 15, 2022
576
$288.46 - $431.24 $166K - $248K
BILL
Bill.Com Holdings, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
1,505
$97.45 - $243.15 $147K - $366K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2022 Filed on Aug 15, 2022
40,925
$5.14 - $6.31 $210K - $258K
TXG
10x Genomics, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
12,282
$36.95 - $82.41 $454K - $1.01M
OMI
Owens & Minor Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
7,873
$29.71 - $43.76 $234K - $345K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Aug 15, 2022
1,364
$122.23 - $195.51 $167K - $267K
ASAN
Asana, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
8,000
$16.66 - $41.8 $133K - $334K
ALKS
Alkermes Plc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
10,540
$26.4 - $30.54 $278K - $322K
EIX
Edison International

Utilities
Q2 2022 Filed on Aug 15, 2022
3,450
$58.92 - $72.75 $203K - $251K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Aug 15, 2022
2,889
$78.1 - $85.93 $226K - $248K
STOR
Store Capital Corp

Real Estate
Q2 2022 Filed on Aug 15, 2022
7,520
$24.79 - $30.66 $186K - $231K
Cerner Corp
Q2 2022 Filed on Aug 15, 2022
5,354
N/A
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2022 Filed on Aug 15, 2022
11,198
$69.6 - $87.62 $779K - $981K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
7,327
$34.33 - $38.36 $252K - $281K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
2,634
$79.01 - $94.15 $208K - $248K
ARES
Ares Management Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
3,100
$53.71 - $84.38 $167K - $262K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
3,409
$51.49 - $81.64 $176K - $278K
WOLF
Wolfspeed, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
2,019
$58.67 - $115.53 $118K - $233K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
38,801
$2.0 - $2.87 $77.6K - $111K
AMTX
Aemetis, Inc

Energy
Q1 2022 Filed on May 16, 2022
70,000
$8.31 - $15.02 $582K - $1.05M
VRT
Vertiv Holdings CO

Industrials
Q1 2022 Filed on May 16, 2022
15,000
$10.05 - $24.38 $151K - $366K
Xilinx Inc
Q1 2022 Filed on May 16, 2022
1,344
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 16, 2022
29,650
$34.86 - $39.14 $1.03M - $1.16M
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
5,422
$32.42 - $42.66 $176K - $231K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 16, 2022
3,418
$106.08 - $113.93 $363K - $389K
Sterling Bancorp Del
Q1 2022 Filed on May 16, 2022
31,550
N/A
KRBN
Kraneshares Global Carbon Stra

Technology
Q1 2022 Filed on May 16, 2022
10,000
$35.6 - $55.99 $356K - $560K
World Gold Tr
Q1 2022 Filed on May 16, 2022
66,301
N/A
MNDT
Mandiant, Inc.

Technology
Q1 2022 Filed on May 16, 2022
35,000
$14.08 - $22.49 $493K - $787K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Feb 14, 2022
3,070
$51.9 - $57.29 $159K - $176K
Acceleron Pharma Inc
Q4 2021 Filed on Feb 14, 2022
21,207
N/A
Fireeye Inc
Q4 2021 Filed on Feb 14, 2022
35,000
N/A
GEVO
Gevo, Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
25,000
$4.28 - $7.68 $107K - $192K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 14, 2022
3,995
$39.36 - $55.06 $157K - $220K
FTV
Fortive Corp

Technology
Q4 2021 Filed on Feb 14, 2022
7,770
$69.95 - $79.13 $544K - $615K
Apollo Global Mgmt Inc
Q4 2021 Filed on Feb 14, 2022
7,990
N/A
Nuance Communications Inc
Q4 2021 Filed on Feb 14, 2022
3,657
N/A
SHAG
Wisdomtree Yield Enhanced U.S.
Q4 2021 Filed on Feb 14, 2022
4,396
N/A
Constellation Pharmceticls I
Q3 2021 Filed on Nov 15, 2021
11,147
N/A
MORN
Morningstar, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
887
$244.27 - $281.46 $217K - $250K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
180,333
N/A
KAMN
Kaman Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
5,000
$34.48 - $51.09 $172K - $255K
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