PFS
EFOR

Prospera Financial Services’s Everforth Inc EFOR Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-225
Closed -$20K – 877
2022
Q2 		$20K Hold
225
– – ﹤0.01% 1208
2022
Q1 		$26K Buy
+225
New +$25.5K ﹤0.01% 1628

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Prospera Financial Services's EFOR Position: Q3 2022 in Review

Prospera Financial Services sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 225 shares — an estimated $20K sold.

Prospera Financial Services first reported a position in EFOR in Q1 2022 and held it in 2 quarters. The position peaked at $26K in Q1 2022. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • Prospera Financial Services reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 225 Everforth Inc shares in Q3 2022, an estimated $20K.
  • Prospera Financial Services first reported a position in Everforth Inc in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Everforth Inc position peaked at $26K in Q1 2022.
  • 277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.