Evermay Wealth Management LLC Closed Holding Positions

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2024 Filed on Aug 01, 2024
398
$16.44 - $21.84 $6.54K - $8.69K
AGR
Avangrid, Inc.

Utilities
Q1 2024 Filed on May 13, 2024
752
$29.91 - $36.44 $22.5K - $27.4K
BIDU
Baidu, Inc.

Communication Services
Q2 2022 Filed on Aug 15, 2022
30
$106.09 - $155.24 $3.18K - $4.66K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Aug 15, 2022
60
$61.85 - $78.06 $3.71K - $4.68K
INFN
Infinera Corp

Technology
Q2 2022 Filed on Aug 15, 2022
325
$4.72 - $8.93 $1.53K - $2.9K
Cerner Corp
Q2 2022 Filed on Aug 15, 2022
50
N/A
BHP
Bhp Group LTD

Basic Materials
Q2 2022 Filed on Aug 15, 2022
300
$54.75 - $70.74 $16.4K - $21.2K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2022 Filed on Aug 15, 2022
390
$31.0 - $38.49 $12.1K - $15K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2022 Filed on Aug 15, 2022
219
$48.54 - $70.34 $10.6K - $15.4K
RHI
Robert Half International Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
166
$74.89 - $116.11 $12.4K - $19.3K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
100
$5.93 - $16.34 $593 - $1.63K
MAIN
Main Street Capital Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,060
$34.59 - $43.65 $36.7K - $46.3K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q2 2022 Filed on Aug 15, 2022
3,000
$10.99 - $13.14 $33K - $39.4K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
207
$25.01 - $43.9 $5.18K - $9.09K
MSTR
Microstrategy Inc

Technology
Q2 2022 Filed on Aug 15, 2022
27
$152.15 - $501.26 $4.11K - $13.5K
TRI
Thomson Reuters Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
10
$92.58 - $109.06 $926 - $1.09K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
900
$40.72 - $45.21 $36.6K - $40.7K
VERB
Verb Technology Company, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
260,561
$0.3 - $0.82 $78.2K - $214K
PSN
Parsons Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
2,264
$35.11 - $41.81 $79.5K - $94.7K
PDI
Pimco Dynamic Income Fund

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,500
$19.73 - $24.11 $29.6K - $36.2K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
1,559
$44.55 - $47.22 $69.5K - $73.6K
VELO
Velocity Acquisition Corp.

Financial Services
Q2 2022 Filed on Aug 15, 2022
200
$9.74 - $9.85 $1.95K - $1.97K
LSI
Life Storage, Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
58
$102.42 - $150.41 $5.94K - $8.72K
JIG
J P Morgan Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 15, 2022
48
$49.8 - $63.78 $2.39K - $3.06K
DOX
Amdocs LTD

Technology
Q2 2022 Filed on Aug 15, 2022
5
$76.97 - $87.1 $385 - $436
RE
Everest Re Group LTD

Financial Services
Q2 2022 Filed on Aug 15, 2022
4
$265.0 - $307.1 $1.06K - $1.23K
FERG
Ferguson PLC

Industrials
Q2 2022 Filed on Aug 15, 2022
948
$105.95 - $138.91 $100K - $132K
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
20,261
N/A
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2022 Filed on Aug 15, 2022
174
$26.23 - $30.53 $4.56K - $5.31K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on May 16, 2022
82
$174.8 - $642.2 $14.3K - $52.7K
Novus Capital Corporation Ii
Q1 2022 Filed on May 16, 2022
51
N/A
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
200
$40.49 - $75.09 $8.1K - $15K
CENN
Cenntro Electric Group LTD

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
567
$1.19 - $5.4 $675 - $3.06K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on May 16, 2022
50
$99.29 - $140.66 $4.96K - $7.03K
ATNX
Athenex, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
2,000
$0.79 - $1.59 $1.58K - $3.18K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on May 16, 2022
31
$122.95 - $129.16 $3.81K - $4K
IYE
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
40
$31.0 - $42.12 $1.24K - $1.68K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2022 Filed on May 16, 2022
21
$100.54 - $114.92 $2.11K - $2.41K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on May 16, 2022
114
$93.13 - $108.44 $10.6K - $12.4K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q1 2022 Filed on May 16, 2022
120
$27.07 - $29.9 $3.25K - $3.59K
Ecp Environmental Gw Opt Cor
Q1 2022 Filed on May 16, 2022
50
N/A
Decarbonization Plus Acqu Ii
Q1 2022 Filed on May 16, 2022
50
N/A
CPNG
Coupang, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
6
$15.45 - $28.72 $92.7 - $172
AI
C3.Ai, Inc.

Technology
Q1 2022 Filed on May 16, 2022
9
$16.91 - $32.3 $152 - $291
PATH
Ui Path, Inc.

Technology
Q1 2022 Filed on May 16, 2022
6
$21.59 - $43.87 $130 - $263
ZG
Zillow Group, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
125
$45.01 - $64.88 $5.63K - $8.11K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 16, 2022
17
$72.45 - $85.55 $1.23K - $1.45K
ARDX
Ardelyx, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
1,139
$0.65 - $1.18 $740 - $1.34K
BP
Bp PLC

Energy
Q1 2022 Filed on May 16, 2022
2,643
$27.37 - $33.34 $72.3K - $88.1K
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