AWM
EFOR

Avior Wealth Management’s Everforth Inc EFOR Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-10
Closed -$1.05K – 2358
2024
Q1 		$1.05K Buy
+10
New +$967 ﹤0.01% 2393

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avior Wealth Management's EFOR Position: Q2 2024 in Review

Avior Wealth Management sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 10 shares — an estimated $1.05K sold.

Avior Wealth Management first reported a position in EFOR in Q1 2024 and held it in 1 quarter. The position peaked at $1.05K in Q1 2024. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • Avior Wealth Management reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 Everforth Inc shares in Q2 2024, an estimated $1.05K.
  • Avior Wealth Management first reported a position in Everforth Inc in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Everforth Inc position peaked at $1.05K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.