FPS
EFOR

Fieldpoint Private Securities’s Everforth Inc EFOR Stock Holding History

Fieldpoint Private Securities’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
2022
Q2 		$2K Sell
25
-35
-58% -$3.59K ﹤0.01% 1128
2022
Q1 		$7K Hold
60
– – ﹤0.01% 1175
2021
Q4 		$7K Hold
60
– – ﹤0.01% 1158
2021
Q3 		$7K Hold
60
– – ﹤0.01% 1144
2021
Q2 		$6K Hold
60
– – ﹤0.01% 1142
2021
Q1 		$6K Hold
60
– – ﹤0.01% 1130
2020
Q4 		$5K Buy
+60
New +$4.62K ﹤0.01% 1096

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fieldpoint Private Securities's EFOR Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Everforth Inc (EFOR) stake by 58% in Q2 2022, selling an estimated $3.59K and leaving 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Fieldpoint Private Securities first reported a position in EFOR in Q4 2020 and has held it in 7 quarters since. The position peaked at $7K in Q1 2022. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Fieldpoint Private Securities held 25 shares of Everforth Inc worth $2K as of Q2 2022.
  • Fieldpoint Private Securities sold 35 Everforth Inc shares in Q2 2022, an estimated $3.59K.
  • Everforth Inc made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1128 holding.
  • Fieldpoint Private Securities first reported a position in Everforth Inc in Q4 2020 and has held it in 7 quarters since.
  • Fieldpoint Private Securities's Everforth Inc position peaked at $7K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.