AI
EFOR

Atria Investments’s Everforth Inc EFOR Stock Holding History

Atria Investments’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
2025
Q1 		– Sell
-3,853
Closed -$321K – 1899
2024
Q4 		$321K Sell
3,853
-1,844
-32% -$168K ﹤0.01% 1562
2024
Q3 		$531K Buy
5,697
+1,712
+43% +$159K 0.01% 1286
2024
Q2 		$351K Buy
+3,985
New +$381K ﹤0.01% 1496
2017
Q4 		– Sell
-4,745
Closed -$255K – 817
2017
Q3 		$255K Sell
4,745
-329
-6% -$16.5K 0.01% 659
2017
Q2 		$275K Buy
5,074
+729
+17% +$37.4K 0.02% 595
2017
Q1 		$211K Buy
+4,345
New +$201K 0.01% 640

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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atria Investments's EFOR Position: Q1 2025 in Review

Atria Investments sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 3,853 shares — an estimated $321K sold.

Atria Investments first reported a position in EFOR in Q1 2017 and held it in 6 quarters. The position peaked at $531K in Q3 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Atria Investments reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 3,853 Everforth Inc shares in Q1 2025, an estimated $321K.
  • Atria Investments first reported a position in Everforth Inc in Q1 2017 and held it in 6 quarters.
  • Atria Investments's Everforth Inc position peaked at $531K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.