BAM
EFOR

Belpointe Asset Management’s Everforth Inc EFOR Stock Holding History

Belpointe 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
Q2 		– Sell
-159
Closed -$13.1K – 767
2023
Q1 		$13.1K Sell
159
-67
-30% -$5.81K ﹤0.01% 2552
2022
Q4 		$18.4K Buy
+226
New +$19.8K ﹤0.01% 2245

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Belpointe Asset Management's EFOR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 159 shares — an estimated $13.1K sold.

Belpointe Asset Management first reported a position in EFOR in Q4 2022 and held it in 2 quarters. The position peaked at $18.4K in Q4 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 159 Everforth Inc shares in Q2 2023, an estimated $13.1K.
  • Belpointe Asset Management first reported a position in Everforth Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Everforth Inc position peaked at $18.4K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.