CWP
EFOR

Concord Wealth Partners’s Everforth Inc EFOR Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-71
Closed -$5.79K – 1005
2022
Q4 		$5.79K Buy
+71
New +$6.23K ﹤0.01% 729
2022
Q3 		– Sell
-71
Closed -$6K – 221
2022
Q2 		$6K Buy
71
+43
+154% +$4.41K ﹤0.01% 770
2022
Q1 		$3K Buy
28
+15
+115% +$1.7K ﹤0.01% 997
2021
Q4 		$2K Buy
+13
New +$1.59K ﹤0.01% 1098
2021
Q3 		– Sell
-13
Closed -$1K – 907
2021
Q2 		$1K Buy
13
+1
+8% +$102 ﹤0.01% 941
2021
Q1 		$1K Buy
+12
New +$1.11K ﹤0.01% 878

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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

Concord Wealth Partners's EFOR Position: Q1 2023 in Review

Concord Wealth Partners sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 71 shares — an estimated $5.79K sold.

Concord Wealth Partners first reported a position in EFOR in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q2 2022. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

  • Concord Wealth Partners reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 71 Everforth Inc shares in Q1 2023, an estimated $5.79K.
  • Concord Wealth Partners first reported a position in Everforth Inc in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Everforth Inc position peaked at $6K in Q2 2022.
  • 274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.