PFGIA
EFOR

Patriot Financial Group Insurance Agency’s Everforth Inc EFOR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-38
Closed -$4K – 2003
2022
Q1 		$4K Hold
38
– – ﹤0.01% 1658
2021
Q4 		$5K Hold
38
– – ﹤0.01% 1685
2021
Q3 		$4K Hold
38
– – ﹤0.01% 1744
2021
Q2 		$4K Hold
38
– – ﹤0.01% 1692
2021
Q1 		$4K Hold
38
– – ﹤0.01% 1596
2020
Q4 		$3K Hold
38
– – ﹤0.01% 1536
2020
Q3 		$2K Hold
38
– – ﹤0.01% 1425
2020
Q2 		$3K Hold
38
– – ﹤0.01% 1285
2020
Q1 		$1K Hold
38
– – ﹤0.01% 1386
2019
Q4 		$3K Buy
+38
New +$2.48K ﹤0.01% 1033

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EFOR Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 38 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in EFOR in Q4 2019 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 38 Everforth Inc shares in Q2 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Everforth Inc in Q4 2019 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Everforth Inc position peaked at $5K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.