Providence Capital Advisors’s Everforth Inc EFOR Stock Holding History

Providence Capital 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
2022 Q2	–	Sell	-34	Closed	-$4K	–	295
2022 Q1	$4K	Buy	+34	New	+$3.85K	﹤0.01%	272

Other funds holding EFOR

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Providence Capital Advisors's EFOR Position: Q2 2022 in Review

Providence Capital Advisors sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 34 shares — an estimated $4K sold.

Providence Capital Advisors first reported a position in EFOR in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

Providence Capital Advisors reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
Providence Capital Advisors sold 34 Everforth Inc shares in Q2 2022, an estimated $4K.
Providence Capital Advisors first reported a position in Everforth Inc in Q1 2022 and held it in 1 quarter.
Providence Capital Advisors's Everforth Inc position peaked at $4K in Q1 2022.
289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Providence Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.