Advisornet Financial’s Everforth Inc EFOR Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-159	Closed	-$14.8K	–	1981
2024 Q3	$14.8K	Hold	159	–	–	﹤0.01%	1309
2024 Q2	$14K	Hold	159	–	–	﹤0.01%	1211
2024 Q1	$16.7K	Sell	159 -14	-8%	-$1.35K	﹤0.01%	1134
2023 Q4	$16.6K	Buy	173 +1	+0.6%	+$87	﹤0.01%	1149
2023 Q3	$14K	Buy	172 +1	+0.6%	+$80	﹤0.01%	1151
2023 Q2	$12.9K	Sell	171 -1	-0.6%	-$72	﹤0.01%	1247
2023 Q1	$14.2K	Buy	172 +6	+4%	+$520	﹤0.01%	1197
2022 Q4	$13.5K	Buy	166 +7	+4%	+$614	﹤0.01%	1203
2022 Q3	$14K	Hold	159	–	–	﹤0.01%	1220
2022 Q2	$14K	Hold	159	–	–	﹤0.01%	1244
2022 Q1	$19K	Hold	159	–	–	﹤0.01%	1258
2021 Q4	$20K	Hold	159	–	–	﹤0.01%	1285
2021 Q3	$18K	Hold	159	–	–	﹤0.01%	1275
2021 Q2	$15K	Hold	159	–	–	﹤0.01%	1310
2021 Q1	$15K	Hold	159	–	–	﹤0.01%	1259
2020 Q4	$13K	Hold	159	–	–	﹤0.01%	1223
2020 Q3	$10K	Hold	159	–	–	﹤0.01%	1262
2020 Q2	$11K	Hold	159	–	–	﹤0.01%	1271
2020 Q1	$6K	Hold	159	–	–	﹤0.01%	1375
2019 Q4	$11K	Hold	159	–	–	﹤0.01%	1357
2019 Q3	$10K	Hold	159	–	–	﹤0.01%	1366
2019 Q2	$10K	Buy	+159	New	+$9.55K	﹤0.01%	1221

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Advisornet Financial's EFOR Position: Q4 2024 in Review

Advisornet Financial sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 159 shares — an estimated $14.8K sold.

Advisornet Financial first reported a position in EFOR in Q2 2019 and held it in 22 quarters. The position peaked at $20K in Q4 2021. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

Advisornet Financial reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 159 Everforth Inc shares in Q4 2024, an estimated $14.8K.
Advisornet Financial first reported a position in Everforth Inc in Q2 2019 and held it in 22 quarters.
Advisornet Financial's Everforth Inc position peaked at $20K in Q4 2021.
309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.