CAPTRUST Financial Advisors
EFOR

CAPTRUST Financial Advisors’s Everforth Inc EFOR Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,833
Closed -$165K – 2194
2022
Q2 		$165K Buy
1,833
+132
+8% +$13.5K ﹤0.01% 1834
2022
Q1 		$199K Buy
1,701
+890
+110% +$101K ﹤0.01% 1729
2021
Q4 		$100K Sell
811
-10
-1% -$1.22K ﹤0.01% 2163
2021
Q3 		$93K Sell
821
-229
-22% -$24.1K ﹤0.01% 2136
2021
Q2 		$102K Buy
1,050
+398
+61% +$40.7K ﹤0.01% 2016
2021
Q1 		$62K Buy
652
+522
+402% +$48.2K ﹤0.01% 2282
2020
Q4 		$11K Sell
130
-30
-19% -$2.31K ﹤0.01% 2515
2020
Q3 		$10K Buy
+160
New +$11K ﹤0.01% 2272
2018
Q3 		– Sell
-6
Closed – – 1558
2018
Q2 		$0 Buy
+6
New +$491 ﹤0.01% 1505

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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

CAPTRUST Financial Advisors's EFOR Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 1,833 shares — an estimated $165K sold.

CAPTRUST Financial Advisors first reported a position in EFOR in Q2 2018 and held it in 9 quarters. The position peaked at $199K in Q1 2022. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,833 Everforth Inc shares in Q3 2022, an estimated $165K.
  • CAPTRUST Financial Advisors first reported a position in Everforth Inc in Q2 2018 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's Everforth Inc position peaked at $199K in Q1 2022.
  • 277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.