GWAG
EFOR

Garrett Wealth Advisory Group’s Everforth Inc EFOR Stock Holding History

Garrett Wealth Advisory Group’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
-32
Closed -$2.01K – 99
2019
Q3 		$2.01K Buy
+32
New +$1.98K ﹤0.01% 551

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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 $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Garrett Wealth Advisory Group's EFOR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Everforth Inc (EFOR) in Q4 2019, closing a stake of 32 shares — an estimated $2.01K sold.

Garrett Wealth Advisory Group first reported a position in EFOR in Q3 2019 and held it in 1 quarter. The position peaked at $2.01K in Q3 2019. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Everforth Inc position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 32 Everforth Inc shares in Q4 2019, an estimated $2.01K.
  • Garrett Wealth Advisory Group first reported a position in Everforth Inc in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Everforth Inc position peaked at $2.01K in Q3 2019.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.