WCM
EFOR

Wealthcare Capital Management’s Everforth Inc EFOR Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-61
Closed -$6K – 122
2021
Q1 		$6K Buy
+61
New +$5.63K ﹤0.01% 336

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Capital Management's EFOR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 61 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in EFOR in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 61 Everforth Inc shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Everforth Inc in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Everforth Inc position peaked at $6K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.