CPW
P

Catalyst Private Wealth’s Everpure Inc P Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-2,000
Closed -$31K – 221
2020
Q3 		$31K Buy
+2,000
New +$32.7K 0.03% 142

Other funds holding P

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Catalyst Private Wealth's P Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Everpure Inc (P) in Q4 2020, closing a stake of 2,000 shares — an estimated $31K sold.

Catalyst Private Wealth first reported a position in P in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 266 funds tracked by Wall St. Rank hold P as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Everpure Inc position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 2,000 Everpure Inc shares in Q4 2020, an estimated $31K.
  • Catalyst Private Wealth first reported a position in Everpure Inc in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Everpure Inc position peaked at $31K in Q3 2020.
  • 266 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.