CAAS
EFOR

Capital Asset Advisory Services’s Everforth Inc EFOR Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-185
Closed -$15K – 722
2020
Q4 		$15K Buy
+185
New +$14.2K ﹤0.01% 955

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Asset Advisory Services's EFOR Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 185 shares — an estimated $15K sold.

Capital Asset Advisory Services first reported a position in EFOR in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 185 Everforth Inc shares in Q1 2021, an estimated $15K.
  • Capital Asset Advisory Services first reported a position in Everforth Inc in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Everforth Inc position peaked at $15K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.