CreativeOne Wealth’s Everpure Inc P Stock Holding History

CreativeOne 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
2025 Q2	–	Sell	-4,815	Closed	-$213K	–	1170
2025 Q1	$213K	Sell	4,815 -118	-2%	-$7.12K	0.01%	981
2024 Q4	$303K	Buy	+4,933	New	+$275K	0.01%	875
2023 Q1	–	Sell	-16,539	Closed	-$443K	–	827
2022 Q4	$443K	Sell	16,539 -1,753	-10%	-$51K	0.02%	467
2022 Q3	$501K	Buy	+18,292	New	+$517K	0.03%	407

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CreativeOne Wealth's P Position: Q2 2025 in Review

CreativeOne Wealth sold out of Everpure Inc (P) in Q2 2025, closing a stake of 4,815 shares — an estimated $213K sold.

CreativeOne Wealth first reported a position in P in Q3 2022 and held it in 4 quarters. The position peaked at $501K in Q3 2022. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

CreativeOne Wealth reported no remaining Everpure Inc position as of Q2 2025 after selling out during the quarter.
CreativeOne Wealth sold 4,815 Everpure Inc shares in Q2 2025, an estimated $213K.
CreativeOne Wealth first reported a position in Everpure Inc in Q3 2022 and held it in 4 quarters.
CreativeOne Wealth's Everpure Inc position peaked at $501K in Q3 2022.
694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.