IAIM
EFOR

International Assets Investment Management’s Everforth Inc EFOR Stock Holding History

International Assets Investment Management’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
Q2 		– Sell
-4
Closed – – 593
2021
Q1 		$0 Hold
4
– – ﹤0.01% 2176
2020
Q4 		$0 Buy
+4
New +$308 ﹤0.01% 2073

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

International Assets Investment Management's EFOR Position: Q2 2021 in Review

International Assets Investment Management sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 4 shares.

International Assets Investment Management first reported a position in EFOR in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

  • International Assets Investment Management reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 4 Everforth Inc shares in Q2 2021.
  • International Assets Investment Management first reported a position in Everforth Inc in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's Everforth Inc position peaked at $0 in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.