BWM
EFOR

Baystate Wealth Management’s Everforth Inc EFOR Stock Holding History

Baystate 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
2023
Q4 		$2.88K Buy
+30
New +$2.62K ﹤0.01% 1001

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
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
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

Baystate Wealth Management's EFOR Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Everforth Inc (EFOR) in Q4 2023: 30 shares worth $2.88K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

278 funds tracked by Wall St. Rank hold EFOR as of Q4 2023.

  • Baystate Wealth Management held 30 shares of Everforth Inc worth $2.88K as of Q4 2023.
  • Everforth Inc was a new Baystate Wealth Management position in Q4 2023.
  • Everforth Inc made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1001 holding.
  • 278 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.