PFS Partners’s Everforth Inc EFOR Stock Holding History

PFS Partners’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 Q2	–	Sell	-48	Closed	-$5.03K	–	443
2024 Q1	$5.03K	Hold	48	–	–	﹤0.01%	345
2023 Q4	$4.62K	Hold	48	–	–	﹤0.01%	354
2023 Q3	$3.92K	Hold	48	–	–	﹤0.01%	363
2023 Q2	$3.63K	Buy	+48	New	+$3.45K	﹤0.01%	385

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PFS Partners's EFOR Position: Q2 2024 in Review

PFS Partners sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 48 shares — an estimated $5.03K sold.

PFS Partners first reported a position in EFOR in Q2 2023 and held it in 4 quarters. The position peaked at $5.03K in Q1 2024. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

PFS Partners reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
PFS Partners sold 48 Everforth Inc shares in Q2 2024, an estimated $5.03K.
PFS Partners first reported a position in Everforth Inc in Q2 2023 and held it in 4 quarters.
PFS Partners's Everforth Inc position peaked at $5.03K in Q1 2024.
297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on PFS Partners's 13F filing for Q2 2024, filed 25 Jul 2024.