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
2024 Q2	–	Sell	-3	Closed	-$330	–	1497
2024 Q1	$330	Buy	+3	New	+$290	﹤0.01%	1501
2023 Q3	–	Sell	-76	Closed	-$316	–	1271
2023 Q2	$316	Buy	+76	New	+$5.46K	﹤0.01%	1064
2023 Q1	–	Sell	-81	Closed	-$359	–	1158
2022 Q4	$359	Buy	+81	New	+$7.11K	﹤0.01%	845
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 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Financial Gravity Asset Management's EFOR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 3 shares — an estimated $330 sold.

Financial Gravity Asset Management first reported a position in EFOR in Q1 2018 and held it in 9 quarters. The position peaked at $3K in Q1 2018. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 Everforth Inc shares in Q2 2024, an estimated $330.
Financial Gravity Asset Management first reported a position in Everforth Inc in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Everforth Inc position peaked at $3K in Q1 2018.
297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.