APA
P

American Portfolios Advisors’s Everpure Inc P Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$174K Buy
6,355
+6,024
+1,820% +$170K 0.01% 1073
2022
Q2 		$8.51K Sell
331
-54
-14% -$1.49K ﹤0.01% 2635
2022
Q1 		$13.6K Sell
385
-100
-21% -$2.91K ﹤0.01% 2556
2021
Q4 		$15.8K Hold
485
– – ﹤0.01% 2425
2021
Q3 		$12.2K Sell
485
-18,420
-97% -$407K ﹤0.01% 2484
2021
Q2 		$369K Sell
18,905
-14,143
-43% -$278K 0.01% 855
2021
Q1 		$712K Buy
33,048
+5,691
+21% +$135K 0.03% 526
2020
Q4 		$619K Buy
27,357
+13,031
+91% +$250K 0.03% 496
2020
Q3 		$220K Buy
14,326
+9,893
+223% +$162K 0.01% 760
2020
Q2 		$76.8K Sell
4,433
-148
-3% -$2.22K 0.01% 1111
2020
Q1 		$56.3K Buy
4,581
+581
+15% +$9.41K ﹤0.01% 1112
2019
Q4 		$68.4K Hold
4,000
– – ﹤0.01% 1227
2019
Q3 		$67.8K Hold
4,000
– – 0.01% 1156
2019
Q2 		$61.1K Sell
4,000
-430
-10% -$8.4K 0.01% 1179
2019
Q1 		$96.5K Hold
4,430
– – 0.01% 914
2018
Q4 		$71.2K Buy
4,430
+3,000
+210% +$59.1K 0.01% 873
2018
Q3 		$37.1K Hold
1,430
– – ﹤0.01% 1241
2018
Q2 		$34.1K Hold
1,430
– – ﹤0.01% 1234
2018
Q1 		$28.5K Buy
1,430
+1,000
+233% +$19.6K ﹤0.01% 1251
2017
Q4 		$6.82K Buy
+430
New +$7.17K ﹤0.01% 1712

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Portfolios Advisors's P Position: Q3 2022 in Review

American Portfolios Advisors increased its Everpure Inc (P) stake by 1,820% in Q3 2022, buying an estimated $170K and bringing the position to 6,355 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #1073.

American Portfolios Advisors first reported a position in P in Q4 2017 and has held it in 20 quarters since. The position peaked at $712K in Q1 2021. 395 funds tracked by Wall St. Rank hold P as of Q3 2022.

  • American Portfolios Advisors held 6,355 shares of Everpure Inc worth $174K as of Q3 2022.
  • American Portfolios Advisors bought 6,024 Everpure Inc shares in Q3 2022, an estimated $170K.
  • Everpure Inc made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1073 holding.
  • American Portfolios Advisors first reported a position in Everpure Inc in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Everpure Inc position peaked at $712K in Q1 2021.
  • 395 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.