SWM
EFOR

Spire Wealth Management’s Everforth Inc EFOR Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-26,490
Closed -$2M – 2365
2023
Q2 		$2M Buy
+26,490
New +$1.9M 0.07% 234
2022
Q1 		– Sell
-17
Closed -$2K – 2521
2021
Q4 		$2K Buy
+17
New +$2.08K ﹤0.01% 2756
2021
Q2 		– Sell
-25
Closed -$2K – 2589
2021
Q1 		$2K Buy
+25
New +$2.31K ﹤0.01% 2823

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Spire Wealth Management's EFOR Position: Q3 2023 in Review

Spire Wealth Management sold out of Everforth Inc (EFOR) in Q3 2023, closing a stake of 26,490 shares — an estimated $2M sold.

Spire Wealth Management first reported a position in EFOR in Q1 2021 and held it in 3 quarters. The position peaked at $2M in Q2 2023. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

  • Spire Wealth Management reported no remaining Everforth Inc position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 26,490 Everforth Inc shares in Q3 2023, an estimated $2M.
  • Spire Wealth Management first reported a position in Everforth Inc in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Everforth Inc position peaked at $2M in Q2 2023.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.