RFG
EFOR

RFP Financial Group’s Everforth Inc EFOR Stock Holding History

RFP Financial 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
2023
Q4 		– Sell
-23
Closed -$1.88K – 892
2023
Q3 		$1.88K Hold
23
– – ﹤0.01% 667
2023
Q2 		$1.74K Hold
23
– – ﹤0.01% 728
2023
Q1 		$1.9K Hold
23
– – ﹤0.01% 530
2022
Q4 		$1.87K Buy
+23
New +$2.02K ﹤0.01% 675

Other funds holding EFOR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RFP Financial Group's EFOR Position: Q4 2023 in Review

RFP Financial Group sold out of Everforth Inc (EFOR) in Q4 2023, closing a stake of 23 shares — an estimated $1.88K sold.

RFP Financial Group first reported a position in EFOR in Q4 2022 and held it in 4 quarters. The position peaked at $1.9K in Q1 2023. 278 funds tracked by Wall St. Rank hold EFOR as of Q4 2023.

  • RFP Financial Group reported no remaining Everforth Inc position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 23 Everforth Inc shares in Q4 2023, an estimated $1.88K.
  • RFP Financial Group first reported a position in Everforth Inc in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Everforth Inc position peaked at $1.9K in Q1 2023.
  • 278 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.