Guidance Point Advisors’s Everforth Inc EFOR Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-81	Closed	-$9K	–	107
2021 Q3	$9K	Buy	+81	New	+$8.53K	﹤0.01%	257

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Guidance Point Advisors's EFOR Position: Q4 2021 in Review

Guidance Point Advisors sold out of Everforth Inc (EFOR) in Q4 2021, closing a stake of 81 shares — an estimated $9K sold.

Guidance Point Advisors first reported a position in EFOR in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

Guidance Point Advisors reported no remaining Everforth Inc position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 81 Everforth Inc shares in Q4 2021, an estimated $9K.
Guidance Point Advisors first reported a position in Everforth Inc in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Everforth Inc position peaked at $9K in Q3 2021.
297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.