BBPWM
EFOR

Blue Bell Private Wealth Management’s Everforth Inc EFOR Stock Holding History

Blue Bell Private 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
2022
Q4 		– Sell
-10
Closed -$1K – 696
2022
Q3 		$1K Hold
10
– – ﹤0.01% 645
2022
Q2 		$1K Hold
10
– – ﹤0.01% 689
2022
Q1 		$1K Hold
10
– – ﹤0.01% 754
2021
Q4 		$1K Buy
+10
New +$1.22K ﹤0.01% 748

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Bell Private Wealth Management's EFOR Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in EFOR in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 10 Everforth Inc shares in Q4 2022, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in Everforth Inc in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Everforth Inc position peaked at $1K in Q3 2022.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.