NFA
EFOR

Northwest Financial Advisors’s Everforth Inc EFOR Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-32
Closed -$2.98K – 137
2024
Q3 		$2.98K Buy
+32
New +$2.97K ﹤0.01% 481
2024
Q1 		– Sell
-32
Closed -$3.08K – 117
2023
Q4 		$3.08K Buy
+32
New +$2.79K ﹤0.01% 468

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Northwest Financial Advisors's EFOR Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 32 shares — an estimated $2.98K sold.

Northwest Financial Advisors first reported a position in EFOR in Q4 2023 and held it in 2 quarters. The position peaked at $3.08K in Q4 2023. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 32 Everforth Inc shares in Q4 2024, an estimated $2.98K.
  • Northwest Financial Advisors first reported a position in Everforth Inc in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Everforth Inc position peaked at $3.08K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.