Ellevest Inc’s Everforth Inc EFOR Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-59	Closed	-$4.88K	–	454
2023 Q1	$4.88K	Buy	59 +49	+490%	+$4.25K	﹤0.01%	1208
2022 Q4	$815	Sell	10 -116	-92%	-$10.2K	﹤0.01%	1552
2022 Q3	$11K	Buy	+126	New	+$12.2K	﹤0.01%	960

Other funds holding EFOR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ellevest Inc's EFOR Position: Q2 2023 in Review

Ellevest Inc sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 59 shares — an estimated $4.88K sold.

Ellevest Inc first reported a position in EFOR in Q3 2022 and held it in 3 quarters. The position peaked at $11K in Q3 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

Ellevest Inc reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 59 Everforth Inc shares in Q2 2023, an estimated $4.88K.
Ellevest Inc first reported a position in Everforth Inc in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Everforth Inc position peaked at $11K in Q3 2022.
250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.