JWM
EFOR

Janiczek Wealth Management’s Everforth Inc EFOR Stock Holding History

Janiczek Wealth 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
2024
Q2 		$5.73K Hold
65
– – ﹤0.01% 726
2024
Q1 		$6.81K Hold
65
– – ﹤0.01% 732
2023
Q4 		$6.25K Hold
65
– – ﹤0.01% 728
2023
Q3 		$5.31K Hold
65
– – ﹤0.01% 719
2023
Q2 		$4.92K Buy
+65
New +$4.67K ﹤0.01% 657

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janiczek Wealth Management's EFOR Position: Q2 2024 in Review

Janiczek Wealth Management held its Everforth Inc (EFOR) position steady in Q2 2024 at 65 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Janiczek Wealth Management first reported a position in EFOR in Q2 2023 and has held it in 5 quarters since. The position peaked at $6.81K in Q1 2024. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • Janiczek Wealth Management held 65 shares of Everforth Inc worth $5.73K as of Q2 2024.
  • Janiczek Wealth Management left its Everforth Inc share count unchanged in Q2 2024.
  • Everforth Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #726 holding.
  • Janiczek Wealth Management first reported a position in Everforth Inc in Q2 2023 and has held it in 5 quarters since.
  • Janiczek Wealth Management's Everforth Inc position peaked at $6.81K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.