TCWA
EFOR

Turtle Creek Wealth Advisors’s Everforth Inc EFOR Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-44
Closed -$4.23K – 242
2023
Q4 		$4.23K Buy
+44
New +$3.84K ﹤0.01% 677

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's EFOR Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Everforth Inc (EFOR) in Q1 2024, closing a stake of 44 shares — an estimated $4.23K sold.

Turtle Creek Wealth Advisors first reported a position in EFOR in Q4 2023 and held it in 1 quarter. The position peaked at $4.23K in Q4 2023. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Everforth Inc position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 44 Everforth Inc shares in Q1 2024, an estimated $4.23K.
  • Turtle Creek Wealth Advisors first reported a position in Everforth Inc in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Everforth Inc position peaked at $4.23K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.