VWM
EFOR

Venturi Wealth Management’s Everforth Inc EFOR Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-385
Closed -$32.1K – 658
2024
Q4 		$32.1K Hold
385
– – ﹤0.01% 1146
2024
Q3 		$35.9K Hold
385
– – ﹤0.01% 856
2024
Q2 		$33.9K Hold
385
– – ﹤0.01% 787
2024
Q1 		$40.3K Hold
385
– – ﹤0.01% 548
2023
Q4 		$37K Hold
385
– – ﹤0.01% 546
2023
Q3 		$31.4K Hold
385
– – ﹤0.01% 536
2023
Q2 		$29.1K Hold
385
– – ﹤0.01% 496
2023
Q1 		$31.8K Buy
+385
New +$33.4K ﹤0.01% 527

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Venturi Wealth Management's EFOR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 385 shares — an estimated $32.1K sold.

Venturi Wealth Management first reported a position in EFOR in Q1 2023 and held it in 8 quarters. The position peaked at $40.3K in Q1 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 385 Everforth Inc shares in Q1 2025, an estimated $32.1K.
  • Venturi Wealth Management first reported a position in Everforth Inc in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Everforth Inc position peaked at $40.3K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.