Voya Financial Advisors’s Everforth Inc EFOR Stock Holding History

Voya 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	-2,516	Closed	-$238K	–	270
2021 Q1	$238K	Buy	+2,516	New	+$232K	0.01%	596

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

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

Voya Financial Advisors sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 2,516 shares — an estimated $238K sold.

Voya Financial Advisors first reported a position in EFOR in Q1 2021 and held it in 1 quarter. The position peaked at $238K in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

Voya Financial Advisors reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
Voya Financial Advisors sold 2,516 Everforth Inc shares in Q2 2021, an estimated $238K.
Voya Financial Advisors first reported a position in Everforth Inc in Q1 2021 and held it in 1 quarter.
Voya Financial Advisors's Everforth Inc position peaked at $238K in Q1 2021.
268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.