IGWM
P

ICA Group Wealth Management’s Everpure Inc P Stock Holding History

ICA Group Wealth Management’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
Q2 		$6.42K Hold
100
– – ﹤0.01% 550
2024
Q1 		$5.2K Hold
100
– – ﹤0.01% 1028
2023
Q4 		$3.57K Buy
+100
New +$3.51K ﹤0.01% 1089
2023
Q3 		– Sell
-100
Closed -$3.68K – 963
2023
Q2 		$3.68K Hold
100
– – ﹤0.01% 1041
2023
Q1 		$2.55K Hold
100
– – ﹤0.01% 1049
2022
Q4 		$2.68K Buy
+100
New +$2.91K ﹤0.01% 1074

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

ICA Group Wealth Management's P Position: Q2 2024 in Review

ICA Group Wealth Management held its Everpure Inc (P) position steady in Q2 2024 at 100 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

ICA Group Wealth Management first reported a position in P in Q4 2022 and has held it in 6 quarters since. 653 funds tracked by Wall St. Rank hold P as of Q2 2024.

  • ICA Group Wealth Management held 100 shares of Everpure Inc worth $6.42K as of Q2 2024.
  • ICA Group Wealth Management left its Everpure Inc share count unchanged in Q2 2024.
  • Everpure Inc made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #550 holding.
  • ICA Group Wealth Management first reported a position in Everpure Inc in Q4 2022 and has held it in 6 quarters since.
  • 653 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.