Sowell Financial Services’s Everforth Inc EFOR Stock Holding History

Sowell 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
2021 Q2	–	Sell	-62	Closed	-$6K	–	667
2021 Q1	$6K	Buy	+62	New	+$5.73K	﹤0.01%	2506

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's EFOR Position: Q2 2021 in Review

Sowell Financial Services sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 62 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in EFOR in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

Sowell Financial Services reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 62 Everforth Inc shares in Q2 2021, an estimated $6K.
Sowell Financial Services first reported a position in Everforth Inc in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's Everforth Inc position peaked at $6K in Q1 2021.
268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.