WFA
EFOR

Wipfli Financial Advisors’s Everforth Inc EFOR Stock Holding History

Wipfli 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
2022
Q3 		$100K Buy
+1,104
New +$107K 0.01% 722

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wipfli Financial Advisors's EFOR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Everforth Inc (EFOR) in Q3 2022: 1,104 shares worth $100K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings.

277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • Wipfli Financial Advisors held 1,104 shares of Everforth Inc worth $100K as of Q3 2022.
  • Everforth Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Everforth Inc made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #722 holding.
  • 277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.