BCWM
P

Bartlett & Co Wealth Management’s Everpure Inc P Stock Holding History

Bartlett & Co Wealth 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
Q1 		– Sell
-200
Closed -$5.35K – 1095
2022
Q4 		$5.35K Hold
200
– – ﹤0.01% 910
2022
Q3 		$5.47K Hold
200
– – ﹤0.01% 907
2022
Q2 		$5.14K Sell
200
-100
-33% -$2.77K ﹤0.01% 1008
2022
Q1 		$10.6K Buy
+300
New +$8.73K ﹤0.01% 822

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 $5.72T AUM 30.48% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bartlett & Co Wealth Management's P Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Everpure Inc (P) in Q1 2023, closing a stake of 200 shares — an estimated $5.35K sold.

Bartlett & Co Wealth Management first reported a position in P in Q1 2022 and held it in 4 quarters. The position peaked at $10.6K in Q1 2022. 408 funds tracked by Wall St. Rank hold P as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining Everpure Inc position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 Everpure Inc shares in Q1 2023, an estimated $5.35K.
  • Bartlett & Co Wealth Management first reported a position in Everpure Inc in Q1 2022 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Everpure Inc position peaked at $10.6K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.