VCA
EFOR

Verdence Capital Advisors’s Everforth Inc EFOR Stock Holding History

Verdence Capital 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
2025
Q1 		– Sell
-3,061
Closed -$255K – 654
2024
Q4 		$255K Buy
3,061
+19
+0.6% +$1.74K 0.02% 555
2024
Q3 		$284K Buy
3,042
+517
+20% +$48K 0.02% 535
2024
Q2 		$223K Hold
2,525
– – 0.02% 551
2024
Q1 		$265K Sell
2,525
-86
-3% -$8.31K 0.02% 515
2023
Q4 		$251K Buy
2,611
+2
+0.1% +$175 0.02% 508
2023
Q3 		$213K Buy
+2,609
New +$208K 0.02% 525
2022
Q4 		– Sell
-2,508
Closed -$227K – 500
2022
Q3 		$227K Buy
2,508
+87
+4% +$8.44K 0.03% 460
2022
Q2 		$218K Buy
+2,421
New +$248K 0.03% 464

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

Verdence Capital Advisors's EFOR Position: Q1 2025 in Review

Verdence Capital Advisors sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 3,061 shares — an estimated $255K sold.

Verdence Capital Advisors first reported a position in EFOR in Q2 2022 and held it in 8 quarters. The position peaked at $284K in Q3 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Verdence Capital Advisors reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 3,061 Everforth Inc shares in Q1 2025, an estimated $255K.
  • Verdence Capital Advisors first reported a position in Everforth Inc in Q2 2022 and held it in 8 quarters.
  • Verdence Capital Advisors's Everforth Inc position peaked at $284K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Verdence Capital Advisors's 13F filing for Q1 2025, filed 2 May 2025.