TCI Wealth Advisors’s Everforth Inc EFOR Stock Holding History

TCI 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 Q2	–	Sell	-101	Closed	-$8.35K	–	357
2023 Q1	$8.35K	Buy	101 +25	+33%	+$2.17K	﹤0.01%	1198
2022 Q4	$6.19K	Buy	76 +51	+204%	+$4.47K	﹤0.01%	1385
2022 Q3	$2K	Buy	25 +3	+14%	+$291	﹤0.01%	1895
2022 Q2	$2K	Sell	22 -166	-88%	-$17K	﹤0.01%	1963
2022 Q1	$22K	Buy	188 +56	+42%	+$6.35K	﹤0.01%	644
2021 Q4	$16K	Buy	132 +10	+8%	+$1.22K	﹤0.01%	805
2021 Q3	$14K	Buy	122 +29	+31%	+$3.05K	﹤0.01%	855
2021 Q2	$9K	Buy	93 +42	+82%	+$4.29K	﹤0.01%	1011
2021 Q1	$5K	Buy	51 +29	+132%	+$2.68K	﹤0.01%	1215
2020 Q4	$2K	Hold	22	–	–	﹤0.01%	1187
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	1265
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	1202
2020 Q1	$1K	Sell	22 -5	-19%	-$283	﹤0.01%	1182
2019 Q4	$2K	Hold	27	–	–	﹤0.01%	1097
2019 Q3	$2K	Hold	27	–	–	﹤0.01%	1032
2019 Q2	$2K	Hold	27	–	–	﹤0.01%	974
2019 Q1	$2K	Hold	27	–	–	﹤0.01%	994
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	1142
2018 Q3	$2K	Hold	27	–	–	﹤0.01%	999
2018 Q2	$2K	Buy	+27	New	+$2.21K	﹤0.01%	1026
2018 Q1	–	Sell	-27	Closed	-$2K	–	1349
2017 Q4	$2K	Hold	27	–	–	﹤0.01%	987
2017 Q3	$1K	Hold	27	–	–	﹤0.01%	1062
2017 Q2	$1K	Hold	27	–	–	﹤0.01%	1090
2017 Q1	$1K	Hold	27	–	–	﹤0.01%	1040
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	1122
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	1081
2016 Q2	$1K	Buy	27 +5	+23%	+$184	﹤0.01%	1026
2016 Q1	$1K	Buy	+22	New	+$777	﹤0.01%	1046

Other funds holding EFOR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TCI Wealth Advisors's EFOR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 101 shares — an estimated $8.35K sold.

TCI Wealth Advisors first reported a position in EFOR in Q1 2016 and held it in 28 quarters. The position peaked at $22K in Q1 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

TCI Wealth Advisors reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 101 Everforth Inc shares in Q2 2023, an estimated $8.35K.
TCI Wealth Advisors first reported a position in Everforth Inc in Q1 2016 and held it in 28 quarters.
TCI Wealth Advisors's Everforth Inc position peaked at $22K in Q1 2022.
250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.