KI
EFOR

Kapitalo Investimentos’s Everforth Inc EFOR Stock Holding History

Kapitalo Investimentos’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
Q3 		– Sell
-3,788
Closed -$334K – 166
2024
Q2 		$334K Buy
+3,788
New +$362K 0.1% 73
2024
Q1 		– Sell
-2,675
Closed -$257K – 291
2023
Q4 		$257K Buy
+2,675
New +$234K 0.05% 220
2023
Q2 		– Sell
-1,101
Closed -$91K – 488
2023
Q1 		$91K Buy
+1,101
New +$95.5K 0.03% 352

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Kapitalo Investimentos's EFOR Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 3,788 shares — an estimated $334K sold.

Kapitalo Investimentos first reported a position in EFOR in Q1 2023 and held it in 3 quarters. The position peaked at $334K in Q2 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Kapitalo Investimentos reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,788 Everforth Inc shares in Q3 2024, an estimated $334K.
  • Kapitalo Investimentos first reported a position in Everforth Inc in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Everforth Inc position peaked at $334K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.