FF
EFOR

FourThought Financial’s Everforth Inc EFOR Stock Holding History

FourThought Financial’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
Q3 		$22K Sell
244
-116
-32% -$11.2K ﹤0.01% 834
2022
Q2 		$32K Hold
360
– – ﹤0.01% 744
2022
Q1 		$42K Hold
360
– – 0.01% 713
2021
Q4 		$44K Hold
360
– – 0.01% 696
2021
Q3 		$40K Hold
360
– – 0.01% 748
2021
Q2 		$34K Hold
360
– – ﹤0.01% 814
2021
Q1 		$34K Hold
360
– – ﹤0.01% 781
2020
Q4 		$30K Buy
+360
New +$27.7K ﹤0.01% 782

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FourThought Financial's EFOR Position: Q3 2022 in Review

FourThought Financial reduced its Everforth Inc (EFOR) stake by 32% in Q3 2022, selling an estimated $11.2K and leaving 244 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

FourThought Financial first reported a position in EFOR in Q4 2020 and has held it in 8 quarters since. The position peaked at $44K in Q4 2021. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • FourThought Financial held 244 shares of Everforth Inc worth $22K as of Q3 2022.
  • FourThought Financial sold 116 Everforth Inc shares in Q3 2022, an estimated $11.2K.
  • Everforth Inc made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #834 holding.
  • FourThought Financial first reported a position in Everforth Inc in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Everforth Inc position peaked at $44K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.