Truist Financial
EFOR

Truist Financial’s Everforth Inc EFOR Stock Holding History

Truist Financial’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
Q4 		– Sell
-1,484
Closed -$138K – 2518
2024
Q3 		$138K Sell
1,484
-148,425
-99% -$13.8M ﹤0.01% 2395
2024
Q2 		$13.2M Sell
149,909
-41,857
-22% -$4M 0.02% 510
2024
Q1 		$20.1M Sell
191,766
-8,389
-4% -$811K 0.03% 414
2023
Q4 		$19.2M Sell
200,155
-121
-0.1% -$10.6K 0.03% 418
2023
Q3 		$16.4M Sell
200,276
-13,468
-6% -$1.07M 0.03% 442
2023
Q2 		$16.2M Buy
213,744
+34,987
+20% +$2.52M 0.03% 445
2023
Q1 		$14.8M Buy
178,757
+1,031
+0.6% +$89.4K 0.03% 466
2022
Q4 		$14.5M Buy
177,726
+969
+0.5% +$85K 0.03% 455
2022
Q3 		$16M Sell
176,757
-33,768
-16% -$3.27M 0.03% 415
2022
Q2 		$19M Sell
210,525
-1,719
-0.8% -$176K 0.03% 384
2022
Q1 		$24.8M Sell
212,244
-34,495
-14% -$3.91M 0.04% 364
2021
Q4 		$30.4M Sell
246,739
-1,234
-0.5% -$151K 0.05% 329
2021
Q3 		$28.1M Sell
247,973
-49,756
-17% -$5.24M 0.05% 332
2021
Q2 		$28.9M Sell
297,729
-11,049
-4% -$1.13M 0.05% 343
2021
Q1 		$29.5M Sell
308,778
-10,651
-3% -$984K 0.05% 320
2020
Q4 		$26.7M Sell
319,429
-47,452
-13% -$3.65M 0.05% 318
2020
Q3 		$23.3M Sell
366,881
-2,330
-0.6% -$160K 0.05% 315
2020
Q2 		$24.6M Sell
369,211
-58,849
-14% -$3.12M 0.06% 305
2020
Q1 		$15.1M Buy
428,060
+375,235
+710% +$21.3M 0.04% 403
2019
Q4 		$3.75M Buy
+52,825
New +$3.45M 0.01% 861

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Truist Financial's EFOR Position: Q4 2024 in Review

Truist Financial sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 1,484 shares — an estimated $138K sold.

Truist Financial first reported a position in EFOR in Q4 2019 and held it in 20 quarters. The position peaked at $30.4M in Q4 2021. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Truist Financial reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 1,484 Everforth Inc shares in Q4 2024, an estimated $138K.
  • Truist Financial first reported a position in Everforth Inc in Q4 2019 and held it in 20 quarters.
  • Truist Financial's Everforth Inc position peaked at $30.4M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.