FA
P

FDx Advisors’s Everpure Inc P Stock Holding History

FDx 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
2021
Q2 		– Sell
-23,910
Closed -$515K – 854
2021
Q1 		$515K Sell
23,910
-2,792
-10% -$66.4K 0.02% 461
2020
Q4 		$604K Sell
26,702
-47
-0.2% -$901 0.02% 389
2020
Q3 		$412K Buy
+26,749
New +$437K 0.02% 422

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

FDx Advisors's P Position: Q2 2021 in Review

FDx Advisors sold out of Everpure Inc (P) in Q2 2021, closing a stake of 23,910 shares — an estimated $515K sold.

FDx Advisors first reported a position in P in Q3 2020 and held it in 3 quarters. The position peaked at $604K in Q4 2020. 290 funds tracked by Wall St. Rank hold P as of Q2 2021.

  • FDx Advisors reported no remaining Everpure Inc position as of Q2 2021 after selling out during the quarter.
  • FDx Advisors sold 23,910 Everpure Inc shares in Q2 2021, an estimated $515K.
  • FDx Advisors first reported a position in Everpure Inc in Q3 2020 and held it in 3 quarters.
  • FDx Advisors's Everpure Inc position peaked at $604K in Q4 2020.
  • 290 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2021.

Based on FDx Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.