Able Wealth Management’s Everpure Inc P Stock Holding History

Able Wealth Management’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-19	Closed	-$678	–	449
2023 Q4	$678	Buy	+19	New	+$666	﹤0.01%	539

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Able Wealth Management's P Position: Q1 2024 in Review

Able Wealth Management sold out of Everpure Inc (P) in Q1 2024, closing a stake of 19 shares — an estimated $678 sold.

Able Wealth Management first reported a position in P in Q4 2023 and held it in 1 quarter. The position peaked at $678 in Q4 2023. 558 funds tracked by Wall St. Rank hold P as of Q1 2024.

Able Wealth Management reported no remaining Everpure Inc position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 19 Everpure Inc shares in Q1 2024, an estimated $678.
Able Wealth Management first reported a position in Everpure Inc in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Everpure Inc position peaked at $678 in Q4 2023.
558 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.