BWM
P

BT Wealth Management’s Everpure Inc P Stock Holding History

BT 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
2022
Q2 		$542K Sell
21,066
-1,578
-7% -$43.7K 0.15% 35
2022
Q1 		$800K Buy
+22,644
New +$659K 0.21% 28

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

BT Wealth Management's P Position: Q2 2022 in Review

BT Wealth Management reduced its Everpure Inc (P) stake by 7% in Q2 2022, selling an estimated $43.7K and leaving 21,066 shares worth $542K. The position accounts for 0.15% of the portfolio, ranked #35.

BT Wealth Management first reported a position in P in Q1 2022 and has held it in 2 quarters since. The position peaked at $800K in Q1 2022. 387 funds tracked by Wall St. Rank hold P as of Q2 2022.

  • BT Wealth Management held 21,066 shares of Everpure Inc worth $542K as of Q2 2022.
  • BT Wealth Management sold 1,578 Everpure Inc shares in Q2 2022, an estimated $43.7K.
  • Everpure Inc made up 0.15% of BT Wealth Management's portfolio in Q2 2022, its #35 holding.
  • BT Wealth Management first reported a position in Everpure Inc in Q1 2022 and has held it in 2 quarters since.
  • BT Wealth Management's Everpure Inc position peaked at $800K in Q1 2022.
  • 387 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.