BAAM
EFOR

Baker Avenue Asset Management’s Everforth Inc EFOR Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-7
Closed -$572 – 448
2023
Q3 		$572 Hold
7
– – ﹤0.01% 1408
2023
Q2 		$529 Buy
+7
New +$503 ﹤0.01% 1375

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's EFOR Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Everforth Inc (EFOR) in Q4 2023, closing a stake of 7 shares — an estimated $572 sold.

Baker Avenue Asset Management first reported a position in EFOR in Q2 2023 and held it in 2 quarters. The position peaked at $572 in Q3 2023. 278 funds tracked by Wall St. Rank hold EFOR as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Everforth Inc position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 7 Everforth Inc shares in Q4 2023, an estimated $572.
  • Baker Avenue Asset Management first reported a position in Everforth Inc in Q2 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's Everforth Inc position peaked at $572 in Q3 2023.
  • 278 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.