FWA
P

Flagship Wealth Advisors’s Everpure Inc P Stock Holding History

Flagship Wealth 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
2026
Q1 		– Sell
-50
Closed -$3.35K – 395
2025
Q4 		$3.35K Hold
50
– – ﹤0.01% 364
2025
Q3 		$4.19K Buy
+50
New +$3.33K ﹤0.01% 378

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Flagship Wealth Advisors's P Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of Everpure Inc (P) in Q1 2026, closing a stake of 50 shares — an estimated $3.35K sold.

Flagship Wealth Advisors first reported a position in P in Q3 2025 and held it in 2 quarters. The position peaked at $4.19K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 50 Everpure Inc shares in Q1 2026, an estimated $3.35K.
  • Flagship Wealth Advisors first reported a position in Everpure Inc in Q3 2025 and held it in 2 quarters.
  • Flagship Wealth Advisors's Everpure Inc position peaked at $4.19K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.