ATPW
EFOR

Ashton Thomas Private Wealth’s Everforth Inc EFOR Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-47
Closed -$4.14K – 699
2024
Q2 		$4.14K Buy
+47
New +$4.49K ﹤0.01% 1603

Other funds holding EFOR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Ashton Thomas Private Wealth's EFOR Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 47 shares — an estimated $4.14K sold.

Ashton Thomas Private Wealth first reported a position in EFOR in Q2 2024 and held it in 1 quarter. The position peaked at $4.14K in Q2 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 47 Everforth Inc shares in Q3 2024, an estimated $4.14K.
  • Ashton Thomas Private Wealth first reported a position in Everforth Inc in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Everforth Inc position peaked at $4.14K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.