Sutton Wealth Advisors’s Everforth Inc EFOR Stock Holding History

Sutton Wealth 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	-8	Closed	-$652	–	862
2022 Q4	$652	Hold	8	–	–	﹤0.01%	1439
2022 Q3	$723	Buy	+8	New	+$776	﹤0.01%	1388
2022 Q1	–	Sell	-5	Closed	-$617	–	1634
2021 Q4	$617	Buy	+5	New	+$611	﹤0.01%	1458
2018 Q4	–	Sell	-706	Closed	-$55.7K	–	1138
2018 Q3	$55.7K	Hold	706	–	–	0.04%	268
2018 Q2	$55.2K	Hold	706	–	–	0.04%	265
2018 Q1	$57.8K	Buy	706 +258	+58%	+$19.3K	0.04%	249
2017 Q4	$28.8K	Hold	448	–	–	0.02%	426
2017 Q3	$24K	Hold	448	–	–	0.02%	481
2017 Q2	$24.3K	Hold	448	–	–	0.02%	462
2017 Q1	$21.7K	Hold	448	–	–	0.02%	491
2016 Q4	$19.8K	Hold	448	–	–	0.02%	497
2016 Q3	$16.3K	Buy	448 +256	+133%	+$9.52K	0.01%	523
2016 Q2	$7.09K	Buy	192 +75	+64%	+$2.76K	0.01%	703
2016 Q1	$4.32K	Buy	+117	New	+$4.13K	﹤0.01%	782

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sutton Wealth Advisors's EFOR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 8 shares — an estimated $652 sold.

Sutton Wealth Advisors first reported a position in EFOR in Q1 2016 and held it in 14 quarters. The position peaked at $57.8K in Q1 2018. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

Sutton Wealth Advisors reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 8 Everforth Inc shares in Q1 2023, an estimated $652.
Sutton Wealth Advisors first reported a position in Everforth Inc in Q1 2016 and held it in 14 quarters.
Sutton Wealth Advisors's Everforth Inc position peaked at $57.8K in Q1 2018.
274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.