IA
P

IFG Advisory’s Everpure Inc P Stock Holding History

IFG Advisory’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
-6,650
Closed -$234K – 519
2022
Q1 		$234K Buy
6,650
+300
+5% +$8.73K 0.02% 444
2021
Q4 		$206K Buy
+6,350
New +$184K 0.02% 475
2021
Q1 		– Sell
-12,376
Closed -$279K – 485
2020
Q4 		$279K Sell
12,376
-35,031
-74% -$671K 0.04% 366
2020
Q3 		$729K Buy
47,407
+263
+0.6% +$4.3K 0.12% 192
2020
Q2 		$817K Sell
47,144
-125
-0.3% -$1.87K 0.15% 165
2020
Q1 		$581K Sell
47,269
-42,409
-47% -$687K 0.13% 179
2019
Q4 		$1.53M Sell
89,678
-4,546
-5% -$80.4K 0.28% 93
2019
Q3 		$1.6M Buy
94,224
+35,619
+61% +$559K 0.31% 92
2019
Q2 		$894K Buy
58,605
+2,433
+4% +$47.5K 0.16% 134
2019
Q1 		$1.22M Buy
56,172
+536
+1% +$10.2K 0.23% 98
2018
Q4 		$894K Sell
55,636
-81,150
-59% -$1.6M 0.21% 110
2018
Q3 		$3.55M Buy
136,786
+10,095
+8% +$251K 0.67% 26
2018
Q2 		$3.02M Buy
126,691
+17,360
+16% +$382K 0.62% 33
2018
Q1 		$2.18M Buy
109,331
+6,972
+7% +$137K 0.48% 43
2017
Q4 		$1.62M Buy
+102,359
New +$1.71M 0.37% 65

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

IFG Advisory's P Position: Q2 2022 in Review

IFG Advisory sold out of Everpure Inc (P) in Q2 2022, closing a stake of 6,650 shares — an estimated $234K sold.

IFG Advisory first reported a position in P in Q4 2017 and held it in 15 quarters. The position peaked at $3.55M in Q3 2018. 387 funds tracked by Wall St. Rank hold P as of Q2 2022.

  • IFG Advisory reported no remaining Everpure Inc position as of Q2 2022 after selling out during the quarter.
  • IFG Advisory sold 6,650 Everpure Inc shares in Q2 2022, an estimated $234K.
  • IFG Advisory first reported a position in Everpure Inc in Q4 2017 and held it in 15 quarters.
  • IFG Advisory's Everpure Inc position peaked at $3.55M in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2022.

Based on IFG Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.