High Net Worth Advisory Group’s Everpure Inc P Stock Holding History

High Net Worth 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 Q4	–	Sell	-500	Closed	-$14K	–	676
2022 Q3	$14K	Hold	500	–	–	0.01%	495
2022 Q2	$13K	Hold	500	–	–	0.01%	502
2022 Q1	$18K	Hold	500	–	–	0.01%	470
2021 Q4	$16K	Buy	+500	New	+$14.5K	0.01%	495

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

High Net Worth Advisory Group's P Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Everpure Inc (P) in Q4 2022, closing a stake of 500 shares — an estimated $14K sold.

High Net Worth Advisory Group first reported a position in P in Q4 2021 and held it in 4 quarters. The position peaked at $18K in Q1 2022. 436 funds tracked by Wall St. Rank hold P as of Q4 2022.

High Net Worth Advisory Group reported no remaining Everpure Inc position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 500 Everpure Inc shares in Q4 2022, an estimated $14K.
High Net Worth Advisory Group first reported a position in Everpure Inc in Q4 2021 and held it in 4 quarters.
High Net Worth Advisory Group's Everpure Inc position peaked at $18K in Q1 2022.
436 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.