TFO Wealth Partners’s Everforth Inc EFOR Stock Holding History

TFO Wealth Partners’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	-32	Closed	-$3.29K	–	826
2022 Q4	$3.29K	Buy	+32	New	+$2.81K	﹤0.01%	204

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

TFO Wealth Partners's EFOR Position: Q1 2023 in Review

TFO Wealth Partners sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 32 shares — an estimated $3.29K sold.

TFO Wealth Partners first reported a position in EFOR in Q4 2022 and held it in 1 quarter. The position peaked at $3.29K in Q4 2022. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

TFO Wealth Partners reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 32 Everforth Inc shares in Q1 2023, an estimated $3.29K.
TFO Wealth Partners first reported a position in Everforth Inc in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Everforth Inc position peaked at $3.29K in Q4 2022.
274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.