FWA
P

FSC Wealth Advisors’s Everpure Inc P Stock Holding History

FSC 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
2024
Q3 		– Sell
-521
Closed -$33.5K – 307
2024
Q2 		$33.5K Buy
+521
New +$30.2K 0.02% 127

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

FSC Wealth Advisors's P Position: Q3 2024 in Review

FSC Wealth Advisors sold out of Everpure Inc (P) in Q3 2024, closing a stake of 521 shares — an estimated $33.5K sold.

FSC Wealth Advisors first reported a position in P in Q2 2024 and held it in 1 quarter. The position peaked at $33.5K in Q2 2024. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

  • FSC Wealth Advisors reported no remaining Everpure Inc position as of Q3 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 521 Everpure Inc shares in Q3 2024, an estimated $33.5K.
  • FSC Wealth Advisors first reported a position in Everpure Inc in Q2 2024 and held it in 1 quarter.
  • FSC Wealth Advisors's Everpure Inc position peaked at $33.5K in Q2 2024.
  • 617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.