WIA
EFOR

Wetzel Investment Advisors’s Everforth Inc EFOR Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-4
Closed -$419 – 175
2024
Q2 		$419 Sell
4
-55
-93% -$5.25K ﹤0.01% 892
2024
Q1 		$5.64K Buy
59
+15
+34% +$1.45K ﹤0.01% 655
2023
Q4 		$4K Buy
+44
New +$3.84K ﹤0.01% 715

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Wetzel Investment Advisors's EFOR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 4 shares — an estimated $419 sold.

Wetzel Investment Advisors first reported a position in EFOR in Q4 2023 and held it in 3 quarters. The position peaked at $5.64K in Q1 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 4 Everforth Inc shares in Q3 2024, an estimated $419.
  • Wetzel Investment Advisors first reported a position in Everforth Inc in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Everforth Inc position peaked at $5.64K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.