CTC
EFOR

Cetera Trust Company’s Everforth Inc EFOR Stock Holding History

Cetera Trust Company’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
2025
Q1 		– Sell
-55
Closed -$4.58K – 375
2024
Q4 		$4.58K Hold
55
– – ﹤0.01% 363
2024
Q3 		$5.13K Hold
55
– – ﹤0.01% 366
2024
Q2 		$4.85K Hold
55
– – ﹤0.01% 367
2024
Q1 		$5.76K Hold
55
– – ﹤0.01% 364
2023
Q4 		$5.29K Buy
+55
New +$4.8K ﹤0.01% 365

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cetera Trust Company's EFOR Position: Q1 2025 in Review

Cetera Trust Company sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 55 shares — an estimated $4.58K sold.

Cetera Trust Company first reported a position in EFOR in Q4 2023 and held it in 5 quarters. The position peaked at $5.76K in Q1 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Cetera Trust Company reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Cetera Trust Company sold 55 Everforth Inc shares in Q1 2025, an estimated $4.58K.
  • Cetera Trust Company first reported a position in Everforth Inc in Q4 2023 and held it in 5 quarters.
  • Cetera Trust Company's Everforth Inc position peaked at $5.76K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Cetera Trust Company's 13F filing for Q1 2025, filed 14 Apr 2025.