CF
EFOR

Cantor Fitzgerald’s Everforth Inc EFOR Stock Holding History

Cantor Fitzgerald’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
Q4 		– Sell
-3,506
Closed -$286K – 280
2023
Q3 		$286K Hold
3,506
– – 0.01% 405
2023
Q2 		$265K Hold
3,506
– – 0.01% 455
2023
Q1 		$290K Sell
3,506
-98
-3% -$8.5K 0.01% 496
2022
Q4 		$294K Buy
3,604
+26
+0.7% +$2.28K 0.01% 521
2022
Q3 		$323K Sell
3,578
-26
-0.7% -$2.52K 0.01% 554
2022
Q2 		$325K Buy
+3,604
New +$370K 0.01% 595

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cantor Fitzgerald's EFOR Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Everforth Inc (EFOR) in Q4 2023, closing a stake of 3,506 shares — an estimated $286K sold.

Cantor Fitzgerald first reported a position in EFOR in Q2 2022 and held it in 6 quarters. The position peaked at $325K in Q2 2022. 278 funds tracked by Wall St. Rank hold EFOR as of Q4 2023.

  • Cantor Fitzgerald reported no remaining Everforth Inc position as of Q4 2023 after selling out during the quarter.
  • Cantor Fitzgerald sold 3,506 Everforth Inc shares in Q4 2023, an estimated $286K.
  • Cantor Fitzgerald first reported a position in Everforth Inc in Q2 2022 and held it in 6 quarters.
  • Cantor Fitzgerald's Everforth Inc position peaked at $325K in Q2 2022.
  • 278 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.