A detailed history of Jfs Wealth Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 28 shares of EVR stock, worth $5,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 28 -0.0%
Holding current value
$5,908
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$126.39 - $173.41 $126 - $173
-1 Reduced 3.45%
28 $4,000
Q3 2023

Nov 02, 2023

BUY
$118.06 - $145.97 $708 - $875
6 Added 26.09%
29 $3,000
Q2 2023

Aug 07, 2023

SELL
$105.74 - $124.93 $528 - $624
-5 Reduced 17.86%
23 $2,000
Q1 2023

Apr 19, 2023

BUY
$110.54 - $136.17 $884 - $1,089
8 Added 40.0%
28 $3,000
Q4 2022

Feb 13, 2023

BUY
$84.72 - $116.35 $508 - $698
6 Added 42.86%
20 $2,000
Q3 2022

Oct 21, 2022

SELL
$80.28 - $105.25 $1,766 - $2,315
-22 Reduced 61.11%
14 $1,000
Q2 2022

Aug 02, 2022

BUY
$93.36 - $115.14 $1,587 - $1,957
17 Added 89.47%
36 $3,000
Q1 2022

May 02, 2022

BUY
$108.18 - $139.71 $1,189 - $1,536
11 Added 137.5%
19 $2,000
Q4 2021

Feb 03, 2022

BUY
$128.95 - $163.18 $1,031 - $1,305
8 New
8 $1,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $8.26B
  • 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
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