HWMA
P

Heritage Wealth Management (Arizona)’s Everpure Inc P Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$11.2K Buy
420
+210
+100% +$6.11K ﹤0.01% 756
2022
Q3 		$6K Hold
210
– – ﹤0.01% 737
2022
Q2 		$5.4K Hold
210
– – ﹤0.01% 754
2022
Q1 		$7K Buy
+210
New +$6.11K ﹤0.01% 763
2021
Q3 		$5K Hold
210
– – ﹤0.01% 739
2021
Q2 		$4K Hold
210
– – ﹤0.01% 785
2021
Q1 		$5K Buy
+210
New +$5K ﹤0.01% 650

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s P Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Everpure Inc (P) stake by 100% in Q4 2022, buying an estimated $6.11K and bringing the position to 420 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Heritage Wealth Management (Arizona) first reported a position in P in Q1 2021 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold P as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 420 shares of Everpure Inc worth $11.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 210 Everpure Inc shares in Q4 2022, an estimated $6.11K.
  • Everpure Inc made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #756 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Everpure Inc in Q1 2021 and has held it in 7 quarters since.
  • 436 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.