CPA
EFOR

Capital Performance Advisors’s Everforth Inc EFOR Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-8
Closed -$746 – 363
2024
Q3 		$746 Buy
+8
New +$742 ﹤0.01% 2062

Other funds holding EFOR

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Capital Performance Advisors's EFOR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 8 shares — an estimated $746 sold.

Capital Performance Advisors first reported a position in EFOR in Q3 2024 and held it in 1 quarter. The position peaked at $746 in Q3 2024. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 8 Everforth Inc shares in Q4 2024, an estimated $746.
  • Capital Performance Advisors first reported a position in Everforth Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Everforth Inc position peaked at $746 in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.