Crewe Advisors’s Everforth Inc EFOR Stock Holding History

Crewe Advisors’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 Q3	–	Sell	-33	Closed	-$3K	–	401
2021 Q2	$3K	Sell	33 -69	-68%	-$7.05K	﹤0.01%	364
2021 Q1	$10K	Hold	102	–	–	﹤0.01%	284
2020 Q4	$9K	Hold	102	–	–	﹤0.01%	274
2020 Q3	$6K	Buy	+102	New	+$7.02K	﹤0.01%	314

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crewe Advisors's EFOR Position: Q3 2021 in Review

Crewe Advisors sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 33 shares — an estimated $3K sold.

Crewe Advisors first reported a position in EFOR in Q3 2020 and held it in 4 quarters. The position peaked at $10K in Q1 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

Crewe Advisors reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
Crewe Advisors sold 33 Everforth Inc shares in Q3 2021, an estimated $3K.
Crewe Advisors first reported a position in Everforth Inc in Q3 2020 and held it in 4 quarters.
Crewe Advisors's Everforth Inc position peaked at $10K in Q1 2021.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Crewe Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.