BBVA USA’s Everforth Inc EFOR Stock Holding History

BBVA USA’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 Q3	$952K	Sell	8,409 -690	-8%	-$72.6K	0.06%	270
2021 Q2	$882K	Buy	+9,099	New	+$930K	0.05%	288

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BBVA USA's EFOR Position: Q3 2021 in Review

BBVA USA reduced its Everforth Inc (EFOR) stake by 7.6% in Q3 2021, selling an estimated $72.6K and leaving 8,409 shares worth $952K. The position accounts for 0.06% of the portfolio, ranked #270.

BBVA USA first reported a position in EFOR in Q2 2021 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

BBVA USA held 8,409 shares of Everforth Inc worth $952K as of Q3 2021.
BBVA USA sold 690 Everforth Inc shares in Q3 2021, an estimated $72.6K.
Everforth Inc made up 0.06% of BBVA USA's portfolio in Q3 2021, its #270 holding.
BBVA USA first reported a position in Everforth Inc in Q2 2021 and has held it in 2 quarters since.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.