PMFA
EFOR

Plante Moran Financial Advisors’s Everforth Inc EFOR Stock Holding History

Plante Moran 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
2021
Q2 		– Sell
-70
Closed -$7K – 949
2021
Q1 		$7K Buy
+70
New +$6.46K ﹤0.01% 700
2016
Q3 		– Sell
-700
Closed -$26K – 931
2016
Q2 		$26K Buy
+700
New +$25.8K 0.02% 387

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plante Moran Financial Advisors's EFOR Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 70 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in EFOR in Q2 2016 and held it in 2 quarters. The position peaked at $26K in Q2 2016. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 70 Everforth Inc shares in Q2 2021, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Everforth Inc in Q2 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Everforth Inc position peaked at $26K in Q2 2016.
  • 268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.