FGAM
EFOR

Financial Gravity Asset Management’s Everforth Inc EFOR Stock Holding History

Financial Gravity Asset 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
2019
Q4 		– Sell
-6
Closed – – 1383
2019
Q3 		$0 Hold
6
– – ﹤0.01% 1190
2019
Q2 		$0 Hold
6
– – ﹤0.01% 1231
2019
Q1 		$0 Buy
+6
New +$375 ﹤0.01% 1315
2018
Q3 		$0 Sell
6
-9
-60% -$777 ﹤0.01% 1382
2018
Q2 		$1K Sell
15
-17
-53% -$1.39K ﹤0.01% 1091
2018
Q1 		$3K Buy
+32
New +$2.4K ﹤0.01% 826

Other funds holding EFOR

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's EFOR Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Everforth Inc (EFOR) in Q4 2019, closing a stake of 6 shares.

Financial Gravity Asset Management first reported a position in EFOR in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q1 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Everforth Inc position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 6 Everforth Inc shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Everforth Inc in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Everforth Inc position peaked at $3K in Q1 2018.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.