AWA
P

Arkadios Wealth Advisors’s Everpure Inc P Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-3,390
Closed -$85K – 1463
2021
Q3 		$85K Sell
3,390
-15,800
-82% -$349K 0.01% 726
2021
Q2 		$374K Buy
19,190
+18,490
+2,641% +$364K 0.05% 393
2021
Q1 		$15K Sell
700
-41
-6% -$975 ﹤0.01% 1065
2020
Q4 		$16K Buy
741
+41
+6% +$786 ﹤0.01% 830
2020
Q3 		$12.8K Hold
700
– – 0.01% 694
2020
Q2 		$11.9K Buy
+700
New +$10.5K 0.01% 650

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Arkadios Wealth Advisors's P Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Everpure Inc (P) in Q4 2021, closing a stake of 3,390 shares — an estimated $85K sold.

Arkadios Wealth Advisors first reported a position in P in Q2 2020 and held it in 6 quarters. The position peaked at $374K in Q2 2021. 368 funds tracked by Wall St. Rank hold P as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Everpure Inc position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,390 Everpure Inc shares in Q4 2021, an estimated $85K.
  • Arkadios Wealth Advisors first reported a position in Everpure Inc in Q2 2020 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Everpure Inc position peaked at $374K in Q2 2021.
  • 368 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.