AIA
P

Arcadia Investment Advisors’s Everpure Inc P Stock Holding History

Arcadia Investment 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
2023
Q2 		– Sell
-70
Closed -$1.79K – 97
2023
Q1 		$1.79K Hold
70
– – ﹤0.01% 81
2022
Q4 		$1.87K Hold
70
– – ﹤0.01% 80
2022
Q3 		$1.92K Hold
70
– – ﹤0.01% 80
2022
Q2 		$1.8K Hold
70
– – ﹤0.01% 102
2022
Q1 		$2.47K Hold
70
– – ﹤0.01% 100
2021
Q4 		$2.28K Hold
70
– – ﹤0.01% 101
2021
Q3 		$1.76K Hold
70
– – ﹤0.01% 105
2021
Q2 		$1.37K Buy
+70
New +$1.38K ﹤0.01% 151

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

Arcadia Investment Advisors's P Position: Q2 2023 in Review

Arcadia Investment Advisors sold out of Everpure Inc (P) in Q2 2023, closing a stake of 70 shares — an estimated $1.79K sold.

Arcadia Investment Advisors first reported a position in P in Q2 2021 and held it in 8 quarters. The position peaked at $2.47K in Q1 2022. 443 funds tracked by Wall St. Rank hold P as of Q2 2023.

  • Arcadia Investment Advisors reported no remaining Everpure Inc position as of Q2 2023 after selling out during the quarter.
  • Arcadia Investment Advisors sold 70 Everpure Inc shares in Q2 2023, an estimated $1.79K.
  • Arcadia Investment Advisors first reported a position in Everpure Inc in Q2 2021 and held it in 8 quarters.
  • Arcadia Investment Advisors's Everpure Inc position peaked at $2.47K in Q1 2022.
  • 443 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2023.

Based on Arcadia Investment Advisors's 13F filing for Q2 2023, filed 19 Dec 2024.