MGIA
EFOR

Moneta Group Investment Advisors’s Everforth Inc EFOR Stock Holding History

Moneta Group Investment 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
-2,901
Closed -$358K – 452
2021
Q4 		$358K Sell
2,901
-7
-0.2% -$856 0.01% 352
2021
Q3 		$329K Buy
2,908
+9
+0.3% +$947 0.02% 347
2021
Q2 		$281K Sell
2,899
-3
-0.1% -$307 0.01% 376
2021
Q1 		$277K Buy
+2,902
New +$268K 0.01% 350

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

Moneta Group Investment Advisors's EFOR Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 2,901 shares — an estimated $358K sold.

Moneta Group Investment Advisors first reported a position in EFOR in Q1 2021 and held it in 4 quarters. The position peaked at $358K in Q4 2021. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,901 Everforth Inc shares in Q1 2022, an estimated $358K.
  • Moneta Group Investment Advisors first reported a position in Everforth Inc in Q1 2021 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Everforth Inc position peaked at $358K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.