Private Advisor Group’s Everforth Inc EFOR Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-34	Closed	-$2K	–	1682
2020 Q2	$2K	Buy	+34	New	+$1.8K	﹤0.01%	3538

Other funds holding EFOR

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Private Advisor Group's EFOR Position: Q3 2020 in Review

Private Advisor Group sold out of Everforth Inc (EFOR) in Q3 2020, closing a stake of 34 shares — an estimated $2K sold.

Private Advisor Group first reported a position in EFOR in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 273 funds tracked by Wall St. Rank hold EFOR as of Q3 2020.

Private Advisor Group reported no remaining Everforth Inc position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 34 Everforth Inc shares in Q3 2020, an estimated $2K.
Private Advisor Group first reported a position in Everforth Inc in Q2 2020 and held it in 1 quarter.
Private Advisor Group's Everforth Inc position peaked at $2K in Q2 2020.
273 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.