FMP
EFOR

Financial Management Professionals’s Everforth Inc EFOR Stock Holding History

Financial Management Professionals’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
-2
Closed – – 919
2023
Q1 		$0 Buy
+2
New +$173 ﹤0.01% 994
2022
Q2 		– Sell
-6
Closed -$1K – 928
2022
Q1 		$1K Hold
6
– – ﹤0.01% 834
2021
Q4 		$1K Hold
6
– – ﹤0.01% 778
2021
Q3 		$1K Buy
+6
New +$631 ﹤0.01% 769

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Financial Management Professionals's EFOR Position: Q2 2023 in Review

Financial Management Professionals sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 2 shares.

Financial Management Professionals first reported a position in EFOR in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Financial Management Professionals reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 2 Everforth Inc shares in Q2 2023.
  • Financial Management Professionals first reported a position in Everforth Inc in Q3 2021 and held it in 4 quarters.
  • Financial Management Professionals's Everforth Inc position peaked at $1K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.