Bartlett & Co Wealth Management’s Everforth Inc EFOR Stock Holding History

Bartlett & Co 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
2021 Q2	–	Sell	-725	Closed	-$69.2K	–	1077
2021 Q1	$69.2K	Hold	725	–	–	﹤0.01%	484
2020 Q4	$60.6K	Hold	725	–	–	﹤0.01%	502
2020 Q3	$46.1K	Hold	725	–	–	﹤0.01%	510
2020 Q2	$48.3K	Hold	725	–	–	﹤0.01%	507
2020 Q1	$25.6K	Hold	725	–	–	﹤0.01%	551
2019 Q4	$51.5K	Hold	725	–	–	﹤0.01%	525
2019 Q3	$45.6K	Hold	725	–	–	﹤0.01%	547
2019 Q2	$43.9K	Hold	725	–	–	﹤0.01%	453
2019 Q1	$46K	Hold	725	–	–	﹤0.01%	435
2018 Q4	$39.5K	Hold	725	–	–	﹤0.01%	441
2018 Q3	$57.2K	Buy	+725	New	+$62.6K	﹤0.01%	416

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's EFOR Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 725 shares — an estimated $69.2K sold.

Bartlett & Co Wealth Management first reported a position in EFOR in Q3 2018 and held it in 11 quarters. The position peaked at $69.2K in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

Bartlett & Co Wealth Management reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 725 Everforth Inc shares in Q2 2021, an estimated $69.2K.
Bartlett & Co Wealth Management first reported a position in Everforth Inc in Q3 2018 and held it in 11 quarters.
Bartlett & Co Wealth Management's Everforth Inc position peaked at $69.2K in Q1 2021.
268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.