RJFSA
EFOR

Raymond James Financial Services Advisors’s Everforth Inc EFOR Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$463K Buy
4,969
+480
+11% +$44.5K ﹤0.01% 2676
2024
Q2 		$396K Buy
4,489
+93
+2% +$8.88K ﹤0.01% 2695
2024
Q1 		$461K Sell
4,396
-72
-2% -$6.96K ﹤0.01% 2583
2023
Q4 		$430K Buy
4,468
+2,012
+82% +$176K ﹤0.01% 2514
2023
Q3 		$201K Buy
+2,456
New +$196K ﹤0.01% 2936
2023
Q2 		– Sell
-2,572
Closed -$213K – 3246
2023
Q1 		$213K Sell
2,572
-172
-6% -$14.9K ﹤0.01% 2869
2022
Q4 		$224K Buy
2,744
+6
+0.2% +$526 ﹤0.01% 2794
2022
Q3 		$247K Sell
2,738
-10
-0.4% -$970 ﹤0.01% 2713
2022
Q2 		$248K Sell
2,748
-22
-0.8% -$2.26K ﹤0.01% 2718
2022
Q1 		$323K Buy
2,770
+59
+2% +$6.69K ﹤0.01% 2664
2021
Q4 		$335K Buy
2,711
+21
+0.8% +$2.57K ﹤0.01% 2634
2021
Q3 		$304K Buy
2,690
+14
+0.5% +$1.47K ﹤0.01% 2685
2021
Q2 		$259K Sell
2,676
-1,070
-29% -$109K ﹤0.01% 2822
2021
Q1 		$358K Buy
3,746
+633
+20% +$58.5K ﹤0.01% 2512
2020
Q4 		$260K Sell
3,113
-633
-17% -$48.7K ﹤0.01% 2546
2020
Q3 		$238K Sell
3,746
-232
-6% -$16K ﹤0.01% 2425
2020
Q2 		$265K Buy
+3,978
New +$211K ﹤0.01% 2310
2020
Q1 		– Sell
-5,954
Closed -$423K – 2433
2019
Q4 		$423K Buy
5,954
+535
+10% +$34.9K ﹤0.01% 2088
2019
Q3 		$341K Buy
5,419
+20
+0.4% +$1.24K ﹤0.01% 2160
2019
Q2 		$327K Buy
5,399
+700
+15% +$42K ﹤0.01% 2214
2019
Q1 		$298K Buy
4,699
+452
+11% +$28.3K ﹤0.01% 2244
2018
Q4 		$231K Buy
4,247
+1,033
+32% +$67.3K ﹤0.01% 2166
2018
Q3 		$254K Buy
3,214
+425
+15% +$36.7K ﹤0.01% 2377
2018
Q2 		$218K Sell
2,789
-54
-2% -$4.42K ﹤0.01% 2424
2018
Q1 		$233K Buy
+2,843
New +$213K ﹤0.01% 2161

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Raymond James Financial Services Advisors's EFOR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Everforth Inc (EFOR) stake by 11% in Q3 2024, buying an estimated $44.5K and bringing the position to 4,969 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Raymond James Financial Services Advisors first reported a position in EFOR in Q1 2018 and has held it in 25 quarters since. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,969 shares of Everforth Inc worth $463K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 480 Everforth Inc shares in Q3 2024, an estimated $44.5K.
  • Everforth Inc made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2676 holding.
  • Raymond James Financial Services Advisors first reported a position in Everforth Inc in Q1 2018 and has held it in 25 quarters since.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.