CFA
EFOR

Carroll Financial Associates’s Everforth Inc EFOR Stock Holding History

Carroll Financial 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
2021
Q4 		– Sell
-209
Closed -$23K – 1615
2021
Q3 		$23K Hold
209
– – ﹤0.01% 952
2021
Q2 		$20K Hold
209
– – ﹤0.01% 1089
2021
Q1 		$19K Hold
209
– – ﹤0.01% 1037
2020
Q4 		$17K Hold
209
– – ﹤0.01% 962
2020
Q3 		$13K Hold
209
– – ﹤0.01% 971
2020
Q2 		$13K Hold
209
– – ﹤0.01% 960
2020
Q1 		$7K Buy
+209
New +$11.8K ﹤0.01% 1025

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Carroll Financial Associates's EFOR Position: Q4 2021 in Review

Carroll Financial Associates sold out of Everforth Inc (EFOR) in Q4 2021, closing a stake of 209 shares — an estimated $23K sold.

Carroll Financial Associates first reported a position in EFOR in Q1 2020 and held it in 7 quarters. The position peaked at $23K in Q3 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

  • Carroll Financial Associates reported no remaining Everforth Inc position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 209 Everforth Inc shares in Q4 2021, an estimated $23K.
  • Carroll Financial Associates first reported a position in Everforth Inc in Q1 2020 and held it in 7 quarters.
  • Carroll Financial Associates's Everforth Inc position peaked at $23K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.