IA
EFOR

IndexIQ Advisors’s Everforth Inc EFOR Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-4,425
Closed -$546K – 1324
2021
Q4 		$546K Sell
4,425
-286
-6% -$35K 0.02% 503
2021
Q3 		$533K Buy
4,711
+472
+11% +$49.7K 0.02% 500
2021
Q2 		$411K Sell
4,239
-9
-0.2% -$920 0.01% 664
2021
Q1 		$405K Sell
4,248
-1,682
-28% -$155K 0.01% 572
2020
Q4 		$495K Buy
5,930
+612
+12% +$47.1K 0.02% 387
2020
Q3 		$338K Buy
5,318
+287
+6% +$19.7K 0.01% 374
2020
Q2 		$335K Sell
5,031
-290
-5% -$15.4K 0.02% 308
2020
Q1 		$188K Buy
+5,321
New +$301K 0.01% 473
2019
Q1 		– Sell
-25,664
Closed -$1.4M – 582
2018
Q4 		$1.4M Sell
25,664
-2,099
-8% -$137K 0.04% 351
2018
Q3 		$2.19M Buy
27,763
+1,048
+4% +$90.5K 0.07% 306
2018
Q2 		$2.09M Buy
26,715
+1,940
+8% +$159K 0.06% 338
2018
Q1 		$2.03M Buy
+24,775
New +$1.85M 0.07% 239

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IndexIQ Advisors's EFOR Position: Q1 2022 in Review

IndexIQ Advisors sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 4,425 shares — an estimated $546K sold.

IndexIQ Advisors first reported a position in EFOR in Q1 2018 and held it in 12 quarters. The position peaked at $2.19M in Q3 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • IndexIQ Advisors reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 4,425 Everforth Inc shares in Q1 2022, an estimated $546K.
  • IndexIQ Advisors first reported a position in Everforth Inc in Q1 2018 and held it in 12 quarters.
  • IndexIQ Advisors's Everforth Inc position peaked at $2.19M in Q3 2018.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.