FAG
P

Fortitude Advisory Group’s Everpure Inc P Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-68
Closed -$2K – 1002
2022
Q1 		$2K Buy
68
+36
+113% +$1.05K ﹤0.01% 1361
2021
Q4 		$1K Buy
+32
New +$929 ﹤0.01% 1498

Other funds holding P

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Fortitude Advisory Group's P Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Everpure Inc (P) in Q2 2022, closing a stake of 68 shares — an estimated $2K sold.

Fortitude Advisory Group first reported a position in P in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 387 funds tracked by Wall St. Rank hold P as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Everpure Inc position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 68 Everpure Inc shares in Q2 2022, an estimated $2K.
  • Fortitude Advisory Group first reported a position in Everpure Inc in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Everpure Inc position peaked at $2K in Q1 2022.
  • 387 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.