APA
EFOR

American Portfolios Advisors’s Everforth Inc EFOR Stock Holding History

American Portfolios Advisors’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
2021
Q4 		– Sell
-33
Closed -$3.73K – 3514
2021
Q3 		$3.73K Hold
33
– – ﹤0.01% 2964
2021
Q2 		$3.2K Sell
33
-206
-86% -$21K ﹤0.01% 3005
2021
Q1 		$22.8K Buy
239
+104
+77% +$9.61K ﹤0.01% 1998
2020
Q4 		$11.3K Sell
135
-19
-12% -$1.46K ﹤0.01% 2055
2020
Q3 		$9.79K Buy
154
+33
+27% +$2.27K ﹤0.01% 1986
2020
Q2 		$8.07K Hold
121
– – ﹤0.01% 2020
2020
Q1 		$4.27K Buy
121
+19
+19% +$1.08K ﹤0.01% 2156
2019
Q4 		$7.24K Hold
102
– – ﹤0.01% 2132
2019
Q3 		$6.41K Hold
102
– – ﹤0.01% 2098
2019
Q2 		$6.18K Buy
102
+13
+15% +$781 ﹤0.01% 2095
2019
Q1 		$5.65K Hold
89
– – ﹤0.01% 2049
2018
Q4 		$4.85K Buy
89
+19
+27% +$1.24K ﹤0.01% 1889
2018
Q3 		$5.53K Sell
70
-25
-26% -$2.16K ﹤0.01% 1971
2018
Q2 		$7.43K Buy
95
+40
+73% +$3.27K ﹤0.01% 1839
2018
Q1 		$4.5K Buy
+55
New +$4.12K ﹤0.01% 1913

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Portfolios Advisors's EFOR Position: Q4 2021 in Review

American Portfolios Advisors sold out of Everforth Inc (EFOR) in Q4 2021, closing a stake of 33 shares — an estimated $3.73K sold.

American Portfolios Advisors first reported a position in EFOR in Q1 2018 and held it in 15 quarters. The position peaked at $22.8K in Q1 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

  • American Portfolios Advisors reported no remaining Everforth Inc position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 33 Everforth Inc shares in Q4 2021, an estimated $3.73K.
  • American Portfolios Advisors first reported a position in Everforth Inc in Q1 2018 and held it in 15 quarters.
  • American Portfolios Advisors's Everforth Inc position peaked at $22.8K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.