ATS
EFOR

Ashton Thomas Securities’s Everforth Inc EFOR Stock Holding History

Ashton Thomas Securities’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
-13
Closed -$1.21K – 319
2024
Q3 		$1.21K Buy
+13
New +$1.21K ﹤0.01% 1166

Other funds holding EFOR

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Vanguard Group
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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Ashton Thomas Securities's EFOR Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 13 shares — an estimated $1.21K sold.

Ashton Thomas Securities first reported a position in EFOR in Q3 2024 and held it in 1 quarter. The position peaked at $1.21K in Q3 2024. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 13 Everforth Inc shares in Q4 2024, an estimated $1.21K.
  • Ashton Thomas Securities first reported a position in Everforth Inc in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Everforth Inc position peaked at $1.21K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.