SWS
EFOR

SYSTM Wealth Solutions’s Everforth Inc EFOR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-291
Closed -$30.5K – 681
2024
Q1 		$30.5K Buy
291
+54
+23% +$5.22K ﹤0.01% 651
2023
Q4 		$22.8K Buy
+237
New +$20.7K ﹤0.01% 703

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SYSTM Wealth Solutions's EFOR Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 291 shares — an estimated $30.5K sold.

SYSTM Wealth Solutions first reported a position in EFOR in Q4 2023 and held it in 2 quarters. The position peaked at $30.5K in Q1 2024. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 291 Everforth Inc shares in Q2 2024, an estimated $30.5K.
  • SYSTM Wealth Solutions first reported a position in Everforth Inc in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Everforth Inc position peaked at $30.5K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.