Advisor Partners’s Everforth Inc EFOR Stock Holding History

Advisor Partners’s Portfolio EFOR Stock Details EFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,782	Closed	-$220K	–	881
2021 Q4	$220K	Buy	+1,782	New	+$218K	0.01%	784

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Advisor Partners's EFOR Position: Q1 2022 in Review

Advisor Partners sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 1,782 shares — an estimated $220K sold.

Advisor Partners first reported a position in EFOR in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

Advisor Partners reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
Advisor Partners sold 1,782 Everforth Inc shares in Q1 2022, an estimated $220K.
Advisor Partners first reported a position in Everforth Inc in Q4 2021 and held it in 1 quarter.
Advisor Partners's Everforth Inc position peaked at $220K in Q4 2021.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Advisor Partners's 13F filing for Q1 2022, filed 27 Apr 2022.