AAS
P

Avantax Advisory Services’s Everpure Inc P Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$583K Buy
10,119
+932
+10% +$46.4K ﹤0.01% 1494
2025
Q1 		$407K Buy
9,187
+712
+8% +$42.9K ﹤0.01% 1647
2024
Q4 		$521K Buy
8,475
+100
+1% +$5.57K ﹤0.01% 1417
2024
Q3 		$421K Buy
8,375
+2,500
+43% +$141K ﹤0.01% 1531
2024
Q2 		$377K Buy
+5,875
New +$340K ﹤0.01% 1549

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's P Position: Q2 2025 in Review

Avantax Advisory Services increased its Everpure Inc (P) stake by 10% in Q2 2025, buying an estimated $46.4K and bringing the position to 10,119 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Avantax Advisory Services first reported a position in P in Q2 2024 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

  • Avantax Advisory Services held 10,119 shares of Everpure Inc worth $583K as of Q2 2025.
  • Avantax Advisory Services bought 932 Everpure Inc shares in Q2 2025, an estimated $46.4K.
  • Everpure Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1494 holding.
  • Avantax Advisory Services first reported a position in Everpure Inc in Q2 2024 and has held it in 5 quarters since.
  • 694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.