BWM
EFOR

BerganKDV Wealth Management’s Everforth Inc EFOR Stock Holding History

BerganKDV 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
Q2 		– Sell
-33
Closed -$2.73K – 877
2023
Q1 		$2.73K Buy
+33
New +$2.86K ﹤0.01% 785

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

BerganKDV Wealth Management's EFOR Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 33 shares — an estimated $2.73K sold.

BerganKDV Wealth Management first reported a position in EFOR in Q1 2023 and held it in 1 quarter. The position peaked at $2.73K in Q1 2023. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 33 Everforth Inc shares in Q2 2023, an estimated $2.73K.
  • BerganKDV Wealth Management first reported a position in Everforth Inc in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Everforth Inc position peaked at $2.73K in Q1 2023.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.