CTWM
P

Cherry Tree Wealth Management’s Everpure Inc P Stock Holding History

Cherry Tree 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
2024
Q4 		– Sell
-43
Closed -$2.16K – 650
2024
Q3 		$2.16K Buy
+43
New +$2.43K ﹤0.01% 531

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

Cherry Tree Wealth Management's P Position: Q4 2024 in Review

Cherry Tree Wealth Management sold out of Everpure Inc (P) in Q4 2024, closing a stake of 43 shares — an estimated $2.16K sold.

Cherry Tree Wealth Management first reported a position in P in Q3 2024 and held it in 1 quarter. The position peaked at $2.16K in Q3 2024. 663 funds tracked by Wall St. Rank hold P as of Q4 2024.

  • Cherry Tree Wealth Management reported no remaining Everpure Inc position as of Q4 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 43 Everpure Inc shares in Q4 2024, an estimated $2.16K.
  • Cherry Tree Wealth Management first reported a position in Everpure Inc in Q3 2024 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Everpure Inc position peaked at $2.16K in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.