FFA
EFOR

Frazier Financial Advisors’s Everforth Inc EFOR Stock Holding History

Frazier Financial Advisors’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
Q3 		– Sell
-79
Closed -$6.97K – 869
2024
Q2 		$6.97K Buy
79
+12
+18% +$1.15K 0.01% 520
2024
Q1 		$7.02K Buy
+67
New +$6.48K 0.01% 515

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Frazier Financial Advisors's EFOR Position: Q3 2024 in Review

Frazier Financial Advisors sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 79 shares — an estimated $6.97K sold.

Frazier Financial Advisors first reported a position in EFOR in Q1 2024 and held it in 2 quarters. The position peaked at $7.02K in Q1 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Frazier Financial Advisors reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 79 Everforth Inc shares in Q3 2024, an estimated $6.97K.
  • Frazier Financial Advisors first reported a position in Everforth Inc in Q1 2024 and held it in 2 quarters.
  • Frazier Financial Advisors's Everforth Inc position peaked at $7.02K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Frazier Financial Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.