LWA
EFOR

Lenox Wealth Advisors’s Everforth Inc EFOR Stock Holding History

Lenox Wealth 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
-10
Closed -$1K – 770
2021
Q4 		$1K Buy
+10
New +$1.22K ﹤0.01% 792
2020
Q2 		– Sell
-39
Closed -$1K – 595
2020
Q1 		$1K Hold
39
– – ﹤0.01% 654
2019
Q4 		$3K Hold
39
– – ﹤0.01% 527
2019
Q3 		$2K Buy
+39
New +$2.41K ﹤0.01% 485

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

Lenox Wealth Advisors's EFOR Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in EFOR in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 10 Everforth Inc shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Everforth Inc in Q3 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's Everforth Inc position peaked at $3K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.