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EFOR

WealthCollab’s Everforth Inc EFOR Stock Holding History

WealthCollab’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
-24
Closed -$2K – 921
2024
Q4 		$2K Hold
24
– – ﹤0.01% 747
2024
Q3 		$2.24K Hold
24
– – ﹤0.01% 756
2024
Q2 		$2.12K Hold
24
– – ﹤0.01% 746
2024
Q1 		$2.52K Hold
24
– – ﹤0.01% 726
2023
Q4 		$2.31K Buy
+24
New +$2.1K ﹤0.01% 721

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

WealthCollab's EFOR Position: Q1 2025 in Review

WealthCollab sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 24 shares — an estimated $2K sold.

WealthCollab first reported a position in EFOR in Q4 2023 and held it in 5 quarters. The position peaked at $2.52K in Q1 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • WealthCollab reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • WealthCollab sold 24 Everforth Inc shares in Q1 2025, an estimated $2K.
  • WealthCollab first reported a position in Everforth Inc in Q4 2023 and held it in 5 quarters.
  • WealthCollab's Everforth Inc position peaked at $2.52K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on WealthCollab's 13F filing for Q1 2025, filed 14 May 2025.