PWS
EFOR

Paragon Wealth Strategies’s Everforth Inc EFOR Stock Holding History

Paragon Wealth Strategies’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
Q4 		– Sell
-301
Closed -$27K – 251
2022
Q3 		$27K Buy
+301
New +$29.2K 0.03% 61
2021
Q3 		– Sell
-301
Closed -$29K – 61
2021
Q2 		$29K Buy
+301
New +$30.8K 0.01% 110

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paragon Wealth Strategies's EFOR Position: Q4 2022 in Review

Paragon Wealth Strategies sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 301 shares — an estimated $27K sold.

Paragon Wealth Strategies first reported a position in EFOR in Q2 2021 and held it in 2 quarters. The position peaked at $29K in Q2 2021. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Paragon Wealth Strategies reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Paragon Wealth Strategies sold 301 Everforth Inc shares in Q4 2022, an estimated $27K.
  • Paragon Wealth Strategies first reported a position in Everforth Inc in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's Everforth Inc position peaked at $29K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Paragon Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.