CAN
EFOR

Cetera Advisor Networks’s Everforth Inc EFOR Stock Holding History

Cetera Advisor Networks’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
Q1 		$230K Sell
2,193
-463
-17% -$44.8K ﹤0.01% 2496
2023
Q4 		$255K Sell
2,656
-292
-10% -$25.5K ﹤0.01% 2354
2023
Q3 		$241K Buy
+2,948
New +$235K ﹤0.01% 2294

Other funds holding EFOR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisor Networks's EFOR Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Everforth Inc (EFOR) stake by 17% in Q1 2024, selling an estimated $44.8K and leaving 2,193 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Cetera Advisor Networks first reported a position in EFOR in Q3 2023 and has held it in 3 quarters since. The position peaked at $255K in Q4 2023. 280 funds tracked by Wall St. Rank hold EFOR as of Q1 2024.

  • Cetera Advisor Networks held 2,193 shares of Everforth Inc worth $230K as of Q1 2024.
  • Cetera Advisor Networks sold 463 Everforth Inc shares in Q1 2024, an estimated $44.8K.
  • Everforth Inc made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2496 holding.
  • Cetera Advisor Networks first reported a position in Everforth Inc in Q3 2023 and has held it in 3 quarters since.
  • Cetera Advisor Networks's Everforth Inc position peaked at $255K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.