DWM
EFOR

Dakota Wealth Management’s Everforth Inc EFOR Stock Holding History

Dakota Wealth Management’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
Q2 		– Sell
-1,918
Closed -$201K – 722
2024
Q1 		$201K Sell
1,918
-1,470
-43% -$142K 0.01% 672
2023
Q4 		$326K Sell
3,388
-278
-8% -$24.3K 0.01% 500
2023
Q3 		$299K Sell
3,666
-96
-3% -$7.64K 0.01% 487
2023
Q2 		$285K Buy
3,762
+353
+10% +$25.4K 0.01% 492
2023
Q1 		$282K Buy
+3,409
New +$296K 0.02% 477
2022
Q4 		– Sell
-2,320
Closed -$210K – 601
2022
Q3 		$210K Buy
+2,320
New +$225K 0.02% 490

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dakota Wealth Management's EFOR Position: Q2 2024 in Review

Dakota Wealth Management sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 1,918 shares — an estimated $201K sold.

Dakota Wealth Management first reported a position in EFOR in Q3 2022 and held it in 6 quarters. The position peaked at $326K in Q4 2023. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • Dakota Wealth Management reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 1,918 Everforth Inc shares in Q2 2024, an estimated $201K.
  • Dakota Wealth Management first reported a position in Everforth Inc in Q3 2022 and held it in 6 quarters.
  • Dakota Wealth Management's Everforth Inc position peaked at $326K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.