BDO Wealth Advisors’s Everforth Inc EFOR Stock Holding History

BDO 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 Q4	–	Sell	-130	Closed	-$12K	–	1019
2022 Q3	$12K	Buy	+130	New	+$12.6K	﹤0.01%	669

Other funds holding EFOR

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's EFOR Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 130 shares — an estimated $12K sold.

BDO Wealth Advisors first reported a position in EFOR in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

BDO Wealth Advisors reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 130 Everforth Inc shares in Q4 2022, an estimated $12K.
BDO Wealth Advisors first reported a position in Everforth Inc in Q3 2022 and held it in 1 quarter.
BDO Wealth Advisors's Everforth Inc position peaked at $12K in Q3 2022.
270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.