Endurance Wealth Management’s Everpure Inc P Stock Holding History

Endurance 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
2023 Q2	$7K	Hold	200	–	–	﹤0.01%	527
2023 Q1	$5K	Hold	200	–	–	﹤0.01%	551
2022 Q4	$5K	Hold	200	–	–	﹤0.01%	530
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	517
2022 Q2	$5K	Sell	200 -200	-50%	-$5.53K	﹤0.01%	533
2022 Q1	$14K	Hold	400	–	–	﹤0.01%	491
2021 Q4	$13K	Hold	400	–	–	﹤0.01%	482
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	528
2021 Q2	$7K	Hold	400	–	–	﹤0.01%	552
2021 Q1	$9K	Hold	400	–	–	﹤0.01%	539
2020 Q4	$9K	Hold	400	–	–	﹤0.01%	506
2020 Q3	$6K	Hold	400	–	–	﹤0.01%	524
2020 Q2	$7K	Hold	400	–	–	﹤0.01%	493
2020 Q1	$5K	Hold	400	–	–	﹤0.01%	472
2019 Q4	$7K	Hold	400	–	–	﹤0.01%	443
2019 Q3	$7K	Hold	400	–	–	﹤0.01%	440
2019 Q2	$6K	Hold	400	–	–	﹤0.01%	412
2019 Q1	$9K	Hold	400	–	–	﹤0.01%	389
2018 Q4	$6K	Hold	400	–	–	﹤0.01%	406
2018 Q3	$10K	Hold	400	–	–	﹤0.01%	399
2018 Q2	$10K	Hold	400	–	–	﹤0.01%	402
2018 Q1	$8K	Hold	400	–	–	﹤0.01%	440
2017 Q4	$6K	Hold	400	–	–	﹤0.01%	444
2017 Q3	$6K	Sell	400 -400	-50%	-$5.49K	﹤0.01%	432
2017 Q2	$10K	Buy	800 +400	+100%	+$4.66K	﹤0.01%	412
2017 Q1	$4K	Hold	400	–	–	﹤0.01%	460
2016 Q4	$5K	Buy	+400	New	+$5.18K	﹤0.01%	435

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Endurance Wealth Management's P Position: Q2 2023 in Review

Endurance Wealth Management held its Everpure Inc (P) position steady in Q2 2023 at 200 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Endurance Wealth Management first reported a position in P in Q4 2016 and has held it in 27 quarters since. The position peaked at $14K in Q1 2022. 443 funds tracked by Wall St. Rank hold P as of Q2 2023.

Endurance Wealth Management held 200 shares of Everpure Inc worth $7K as of Q2 2023.
Endurance Wealth Management left its Everpure Inc share count unchanged in Q2 2023.
Everpure Inc made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #527 holding.
Endurance Wealth Management first reported a position in Everpure Inc in Q4 2016 and has held it in 27 quarters since.
Endurance Wealth Management's Everpure Inc position peaked at $14K in Q1 2022.
443 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.