CIA
EFOR

CSat Investment Advisory’s Everforth Inc EFOR Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-138
Closed -$9K – 550
2020
Q3 		$9K Buy
138
+15
+12% +$1.03K ﹤0.01% 1051
2020
Q2 		$8K Sell
123
-84
-41% -$4.46K ﹤0.01% 1065
2020
Q1 		$7K Buy
207
+31
+18% +$1.76K ﹤0.01% 970
2019
Q4 		$12K Buy
176
+22
+14% +$1.44K ﹤0.01% 928
2019
Q3 		$10K Buy
154
+22
+17% +$1.36K ﹤0.01% 913
2019
Q2 		$8K Buy
+132
New +$7.93K ﹤0.01% 936

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's EFOR Position: Q4 2020 in Review

CSat Investment Advisory sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 138 shares — an estimated $9K sold.

CSat Investment Advisory first reported a position in EFOR in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • CSat Investment Advisory reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 138 Everforth Inc shares in Q4 2020, an estimated $9K.
  • CSat Investment Advisory first reported a position in Everforth Inc in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Everforth Inc position peaked at $12K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.