Cetera Investment Advisers
EFOR

Cetera Investment Advisers’s Everforth Inc EFOR Stock Holding History

Cetera Investment Advisers’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
-2,590
Closed -$241K – 3784
2024
Q3 		$241K Buy
2,590
+2
+0.1% +$186 ﹤0.01% 3249
2024
Q2 		$228K Buy
2,588
+113
+5% +$10.8K ﹤0.01% 3273
2024
Q1 		$259K Buy
+2,475
New +$239K ﹤0.01% 3166

Other funds holding EFOR

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
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

Cetera Investment Advisers's EFOR Position: Q4 2024 in Review

Cetera Investment Advisers sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 2,590 shares — an estimated $241K sold.

Cetera Investment Advisers first reported a position in EFOR in Q1 2024 and held it in 3 quarters. The position peaked at $259K in Q1 2024. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Cetera Investment Advisers reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 2,590 Everforth Inc shares in Q4 2024, an estimated $241K.
  • Cetera Investment Advisers first reported a position in Everforth Inc in Q1 2024 and held it in 3 quarters.
  • Cetera Investment Advisers's Everforth Inc position peaked at $259K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.