WWP
EFOR

WR Wealth Planners’s Everforth Inc EFOR Stock Holding History

WR Wealth Planners’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
Q4 		$250 Hold
3
– – ﹤0.01% 1055
2024
Q3 		$280 Hold
3
– – ﹤0.01% 1093
2024
Q2 		$265 Hold
3
– – ﹤0.01% 1098
2024
Q1 		$314 Buy
+3
New +$290 ﹤0.01% 1107

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

WR Wealth Planners's EFOR Position: Q4 2024 in Review

WR Wealth Planners held its Everforth Inc (EFOR) position steady in Q4 2024 at 3 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

WR Wealth Planners first reported a position in EFOR in Q1 2024 and has held it in 4 quarters since. The position peaked at $314 in Q1 2024. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • WR Wealth Planners held 3 shares of Everforth Inc worth $250 as of Q4 2024.
  • WR Wealth Planners left its Everforth Inc share count unchanged in Q4 2024.
  • Everforth Inc made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1055 holding.
  • WR Wealth Planners first reported a position in Everforth Inc in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Everforth Inc position peaked at $314 in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.