Crewe Advisors’s Everpure Inc P Stock Holding History

Crewe 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 Q3	–	Sell	-89	Closed	-$5.71K	–	932
2024 Q2	$5.71K	Buy	+89	New	+$5.15K	﹤0.01%	779
2023 Q4	–	Sell	-17	Closed	-$606	–	628
2023 Q3	$606	Hold	17	–	–	﹤0.01%	381
2023 Q2	$626	Sell	17 -12	-41%	-$340	﹤0.01%	614
2023 Q1	$740	Hold	29	–	–	﹤0.01%	770
2022 Q4	$776	Hold	29	–	–	﹤0.01%	943
2022 Q3	$1K	Hold	29	–	–	﹤0.01%	1183
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	1096
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	464
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	391
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	383
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	447
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	443
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	435
2020 Q3	$0	Hold	29	–	–	﹤0.01%	635
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	210
2020 Q1	$0	Hold	29	–	–	﹤0.01%	231
2019 Q4	$0	Hold	29	–	–	﹤0.01%	268
2019 Q3	$0	Hold	29	–	–	﹤0.01%	293
2019 Q2	$0	Hold	29	–	–	﹤0.01%	309
2019 Q1	$1K	Hold	29	–	–	﹤0.01%	241
2018 Q4	$0	Hold	29	–	–	﹤0.01%	235
2018 Q3	$1K	Hold	29	–	–	﹤0.01%	231
2018 Q2	$1K	Hold	29	–	–	﹤0.01%	249
2018 Q1	$1K	Hold	29	–	–	﹤0.01%	265
2017 Q4	$0	Buy	+29	New	+$483	﹤0.01%	274

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Crewe Advisors's P Position: Q3 2024 in Review

Crewe Advisors sold out of Everpure Inc (P) in Q3 2024, closing a stake of 89 shares — an estimated $5.71K sold.

Crewe Advisors first reported a position in P in Q4 2017 and held it in 25 quarters. The position peaked at $5.71K in Q2 2024. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

Crewe Advisors reported no remaining Everpure Inc position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 89 Everpure Inc shares in Q3 2024, an estimated $5.71K.
Crewe Advisors first reported a position in Everpure Inc in Q4 2017 and held it in 25 quarters.
Crewe Advisors's Everpure Inc position peaked at $5.71K in Q2 2024.
617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.