CMBA
EFOR

C.M. Bidwell & Associates’s Everforth Inc EFOR Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-1,770
Closed -$207K – 494
2022
Q1 		$207K Buy
1,770
+1,740
+5,800% +$197K 0.14% 149
2021
Q4 		$4K Buy
+30
New +$3.67K ﹤0.01% 452
2021
Q3 		– Sell
-396
Closed -$38K – 562
2021
Q2 		$38K Sell
396
-4
-1% -$409 0.02% 328
2021
Q1 		$38K Sell
400
-1,680
-81% -$155K 0.03% 318
2020
Q4 		$174K Buy
2,080
+420
+25% +$32.3K 0.14% 132
2020
Q3 		$106K Buy
+1,660
New +$114K 0.1% 197
2018
Q3 		– Sell
-145
Closed -$11K – 388
2018
Q2 		$11K Sell
145
-970
-87% -$79.4K 0.01% 307
2018
Q1 		$91K Buy
+1,115
New +$83.5K 0.08% 198

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

C.M. Bidwell & Associates's EFOR Position: Q2 2022 in Review

C.M. Bidwell & Associates sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 1,770 shares — an estimated $207K sold.

C.M. Bidwell & Associates first reported a position in EFOR in Q1 2018 and held it in 8 quarters. The position peaked at $207K in Q1 2022. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • C.M. Bidwell & Associates reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,770 Everforth Inc shares in Q2 2022, an estimated $207K.
  • C.M. Bidwell & Associates first reported a position in Everforth Inc in Q1 2018 and held it in 8 quarters.
  • C.M. Bidwell & Associates's Everforth Inc position peaked at $207K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.