Valeo Financial Advisors’s Everforth Inc EFOR Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-5	Closed	–	–	611
2021 Q1	$0	Buy	+5	New	+$462	﹤0.01%	2012
2018 Q4	–	Sell	-27	Closed	-$2K	–	1481
2018 Q3	$2K	Buy	+27	New	+$2.33K	﹤0.01%	1428

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's EFOR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 5 shares.

Valeo Financial Advisors first reported a position in EFOR in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

Valeo Financial Advisors reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 5 Everforth Inc shares in Q2 2021.
Valeo Financial Advisors first reported a position in Everforth Inc in Q3 2018 and held it in 2 quarters.
Valeo Financial Advisors's Everforth Inc position peaked at $2K in Q3 2018.
268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.