FGAM
P

Financial Gravity Asset Management’s Everpure Inc P Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-73
Closed -$3.76K – 2185
2024
Q1 		$3.76K Buy
+73
New +$3.26K ﹤0.01% 933
2023
Q4 		– Hold
0
– – – 1500
2023
Q3 		– Sell
-37
Closed -$1.37K – 1222
2023
Q2 		$889 Buy
+37
New +$1.05K ﹤0.01% 840
2023
Q1 		– Sell
-27
Closed -$44 – 1530
2022
Q4 		$44 Buy
+27
New +$785 ﹤0.01% 1242

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Gravity Asset Management's P Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Everpure Inc (P) in Q2 2024, closing a stake of 73 shares — an estimated $3.76K sold.

Financial Gravity Asset Management first reported a position in P in Q4 2022 and held it in 3 quarters. The position peaked at $3.76K in Q1 2024. 653 funds tracked by Wall St. Rank hold P as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Everpure Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 73 Everpure Inc shares in Q2 2024, an estimated $3.76K.
  • Financial Gravity Asset Management first reported a position in Everpure Inc in Q4 2022 and held it in 3 quarters.
  • Financial Gravity Asset Management's Everpure Inc position peaked at $3.76K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.