CIA
P

CSat Investment Advisory’s Everpure Inc P Stock Holding History

CSat Investment Advisory’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
-1,330
Closed -$20K – 849
2020
Q3 		$20K Buy
1,330
+147
+12% +$2.4K ﹤0.01% 863
2020
Q2 		$21K Buy
1,183
+269
+29% +$4.03K ﹤0.01% 821
2020
Q1 		$11K Buy
914
+153
+20% +$2.48K ﹤0.01% 892
2019
Q4 		$13K Buy
761
+94
+14% +$1.66K ﹤0.01% 917
2019
Q3 		$11K Buy
667
+94
+16% +$1.47K ﹤0.01% 896
2019
Q2 		$9K Buy
+573
New +$11.2K ﹤0.01% 912

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 $175B AUM 40.63% 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

CSat Investment Advisory's P Position: Q4 2020 in Review

CSat Investment Advisory sold out of Everpure Inc (P) in Q4 2020, closing a stake of 1,330 shares — an estimated $20K sold.

CSat Investment Advisory first reported a position in P in Q2 2019 and held it in 6 quarters. The position peaked at $21K in Q2 2020. 266 funds tracked by Wall St. Rank hold P as of Q4 2020.

  • CSat Investment Advisory reported no remaining Everpure Inc position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,330 Everpure Inc shares in Q4 2020, an estimated $20K.
  • CSat Investment Advisory first reported a position in Everpure Inc in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Everpure Inc position peaked at $21K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.