BMD
EFOR

Better Money Decisions’s Everforth Inc EFOR Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-121
Closed -$11K – 82
2022
Q2 		$11K Buy
+121
New +$12.4K 0.01% 301
2021
Q4 		– Sell
-121
Closed -$14K – 105
2021
Q3 		$14K Hold
121
– – 0.01% 331
2021
Q2 		$12K Hold
121
– – 0.01% 351
2021
Q1 		$12K Buy
+121
New +$11.2K 0.01% 293

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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

Better Money Decisions's EFOR Position: Q3 2022 in Review

Better Money Decisions sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 121 shares — an estimated $11K sold.

Better Money Decisions first reported a position in EFOR in Q1 2021 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • Better Money Decisions reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 121 Everforth Inc shares in Q3 2022, an estimated $11K.
  • Better Money Decisions first reported a position in Everforth Inc in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Everforth Inc position peaked at $14K in Q3 2021.
  • 277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.