GWSG
EFOR

GPS Wealth Strategies Group’s Everforth Inc EFOR Stock Holding History

GPS Wealth Strategies 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
2022
Q4 		– Sell
-1,352
Closed -$122K – 168
2022
Q3 		$122K Hold
1,352
– – 0.03% 270
2022
Q2 		$122K Sell
1,352
-532
-28% -$54.6K 0.03% 278
2022
Q1 		$220K Buy
1,884
+139
+8% +$15.8K 0.05% 196
2021
Q4 		$215K Buy
1,745
+152
+10% +$18.6K 0.05% 204
2021
Q3 		$180K Sell
1,593
-4
-0.3% -$421 0.04% 217
2021
Q2 		$155K Buy
1,597
+885
+124% +$90.4K 0.04% 241
2021
Q1 		$67K Buy
+712
New +$65.8K 0.02% 338

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GPS Wealth Strategies Group's EFOR Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 1,352 shares — an estimated $122K sold.

GPS Wealth Strategies Group first reported a position in EFOR in Q1 2021 and held it in 7 quarters. The position peaked at $220K in Q1 2022. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • GPS Wealth Strategies Group reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,352 Everforth Inc shares in Q4 2022, an estimated $122K.
  • GPS Wealth Strategies Group first reported a position in Everforth Inc in Q1 2021 and held it in 7 quarters.
  • GPS Wealth Strategies Group's Everforth Inc position peaked at $220K in Q1 2022.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.