BRWA
EFOR

B. Riley Wealth Advisors’s Everforth Inc EFOR Stock Holding History

B. Riley Wealth 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
2022
Q1 		– Sell
-1,635
Closed -$202K – 1389
2021
Q4 		$202K Buy
+1,635
New +$200K 0.01% 1265
2018
Q4 		– Sell
-3,024
Closed -$240K – 668
2018
Q3 		$240K Sell
3,024
-25
-0.8% -$2.16K 0.03% 577
2018
Q2 		$240K Buy
+3,049
New +$249K 0.03% 550

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

B. Riley Wealth Advisors's EFOR Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 1,635 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in EFOR in Q2 2018 and held it in 3 quarters. The position peaked at $240K in Q3 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,635 Everforth Inc shares in Q1 2022, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in Everforth Inc in Q2 2018 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Everforth Inc position peaked at $240K in Q3 2018.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.