BFC
P

Bedel Financial Consulting’s Everpure Inc P Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-200
Closed -$7K – 705
2022
Q1 		$7K Buy
+200
New +$5.82K ﹤0.01% 733

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Bedel Financial Consulting's P Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Everpure Inc (P) in Q2 2022, closing a stake of 200 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in P in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 387 funds tracked by Wall St. Rank hold P as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Everpure Inc position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 200 Everpure Inc shares in Q2 2022, an estimated $7K.
  • Bedel Financial Consulting first reported a position in Everpure Inc in Q1 2022 and held it in 1 quarter.
  • Bedel Financial Consulting's Everpure Inc position peaked at $7K in Q1 2022.
  • 387 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.