CPA
P

Capital Performance Advisors’s Everpure Inc P Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-112
Closed -$5.63K – 2049
2024
Q3 		$5.63K Buy
+112
New +$6.33K ﹤0.01% 1066

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's P Position: Q4 2024 in Review

Capital Performance Advisors sold out of Everpure Inc (P) in Q4 2024, closing a stake of 112 shares — an estimated $5.63K sold.

Capital Performance Advisors first reported a position in P in Q3 2024 and held it in 1 quarter. The position peaked at $5.63K in Q3 2024. 663 funds tracked by Wall St. Rank hold P as of Q4 2024.

  • Capital Performance Advisors reported no remaining Everpure Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 112 Everpure Inc shares in Q4 2024, an estimated $5.63K.
  • Capital Performance Advisors first reported a position in Everpure Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Everpure Inc position peaked at $5.63K in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.