ACM
P

Antonetti Capital Management’s Everpure Inc P Stock Holding History

Antonetti Capital 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
2023
Q2 		– Sell
-1,700
Closed -$43.4K – 350
2023
Q1 		$43.4K Hold
1,700
– – 0.06% 109
2022
Q4 		$45.5K Buy
+1,700
New +$49.4K 0.06% 106
2022
Q2 		– Sell
-1,175
Closed -$41K – 352
2022
Q1 		$41K Hold
1,175
– – 0.04% 127
2021
Q4 		$38K Sell
1,175
-140
-11% -$4.06K 0.03% 186
2021
Q3 		$33K Buy
+1,315
New +$29K 0.03% 197

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Antonetti Capital Management's P Position: Q2 2023 in Review

Antonetti Capital Management sold out of Everpure Inc (P) in Q2 2023, closing a stake of 1,700 shares — an estimated $43.4K sold.

Antonetti Capital Management first reported a position in P in Q3 2021 and held it in 5 quarters. The position peaked at $45.5K in Q4 2022. 443 funds tracked by Wall St. Rank hold P as of Q2 2023.

  • Antonetti Capital Management reported no remaining Everpure Inc position as of Q2 2023 after selling out during the quarter.
  • Antonetti Capital Management sold 1,700 Everpure Inc shares in Q2 2023, an estimated $43.4K.
  • Antonetti Capital Management first reported a position in Everpure Inc in Q3 2021 and held it in 5 quarters.
  • Antonetti Capital Management's Everpure Inc position peaked at $45.5K in Q4 2022.
  • 443 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2023.

Based on Antonetti Capital Management's 13F filing for Q2 2023, filed 31 Jul 2023.