RFA
EFOR

Resurgent Financial Advisors’s Everforth Inc EFOR Stock Holding History

Resurgent 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
2023
Q1 		– Sell
-1,760
Closed -$143K – 500
2022
Q4 		$143K Sell
1,760
-1,895
-52% -$166K 0.08% 252
2022
Q3 		$330K Sell
3,655
-84
-2% -$8.15K 0.22% 128
2022
Q2 		$337K Buy
3,739
+48
+1% +$4.92K 0.22% 123
2022
Q1 		$431K Buy
+3,691
New +$418K 0.27% 96

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Resurgent Financial Advisors's EFOR Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 1,760 shares — an estimated $143K sold.

Resurgent Financial Advisors first reported a position in EFOR in Q1 2022 and held it in 4 quarters. The position peaked at $431K in Q1 2022. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,760 Everforth Inc shares in Q1 2023, an estimated $143K.
  • Resurgent Financial Advisors first reported a position in Everforth Inc in Q1 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Everforth Inc position peaked at $431K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.