CAN
P

Claraphi Advisory Network’s Everpure Inc P Stock Holding History

Claraphi Advisory Network’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
2021
Q3 		– Sell
-16,717
Closed -$326K – 349
2021
Q2 		$326K Sell
16,717
-29,068
-63% -$572K 0.1% 224
2021
Q1 		$986K Buy
45,785
+13,231
+41% +$315K 0.27% 82
2020
Q4 		$736K Buy
+32,554
New +$624K 0.2% 105

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Claraphi Advisory Network's P Position: Q3 2021 in Review

Claraphi Advisory Network sold out of Everpure Inc (P) in Q3 2021, closing a stake of 16,717 shares — an estimated $326K sold.

Claraphi Advisory Network first reported a position in P in Q4 2020 and held it in 3 quarters. The position peaked at $986K in Q1 2021. 312 funds tracked by Wall St. Rank hold P as of Q3 2021.

  • Claraphi Advisory Network reported no remaining Everpure Inc position as of Q3 2021 after selling out during the quarter.
  • Claraphi Advisory Network sold 16,717 Everpure Inc shares in Q3 2021, an estimated $326K.
  • Claraphi Advisory Network first reported a position in Everpure Inc in Q4 2020 and held it in 3 quarters.
  • Claraphi Advisory Network's Everpure Inc position peaked at $986K in Q1 2021.
  • 312 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2021.

Based on Claraphi Advisory Network's 13F filing for Q3 2021, filed 15 Nov 2021.