GWS
EFOR

Glassman Wealth Services’s Everforth Inc EFOR Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,215
Closed -$117K – 330
2023
Q4 		$117K Hold
1,215
– – 0.02% 270
2023
Q3 		$99.2K Buy
1,215
+1,200
+8,000% +$95.6K 0.02% 280
2023
Q2 		$1.13K Hold
15
– – ﹤0.01% 1406
2023
Q1 		$1.24K Sell
15
-1,200
-99% -$104K ﹤0.01% 1367
2022
Q4 		$99K Hold
1,215
– – 0.02% 274
2022
Q3 		$110K Hold
1,215
– – 0.02% 233
2022
Q2 		$110K Buy
+1,215
New +$125K 0.02% 235

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's EFOR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Everforth Inc (EFOR) in Q1 2024, closing a stake of 1,215 shares — an estimated $117K sold.

Glassman Wealth Services first reported a position in EFOR in Q2 2022 and held it in 7 quarters. The position peaked at $117K in Q4 2023. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Everforth Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,215 Everforth Inc shares in Q1 2024, an estimated $117K.
  • Glassman Wealth Services first reported a position in Everforth Inc in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Everforth Inc position peaked at $117K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.