IHT Wealth Management’s Everpure Inc P Stock Holding History

IHT 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
2020 Q2	–	Sell	-14,820	Closed	-$182K	–	625
2020 Q1	$182K	Sell	14,820 -5,208	-26%	-$84.4K	0.03%	487
2019 Q4	$343K	Sell	20,028 -6,218	-24%	-$110K	0.04%	412
2019 Q3	$445K	Sell	26,246 -900	-3%	-$14.1K	0.06%	338
2019 Q2	$415K	Sell	27,146 -7,375	-21%	-$144K	0.06%	329
2019 Q1	$752K	Sell	34,521 -4,740	-12%	-$90.1K	0.13%	191
2018 Q4	$631K	Buy	39,261 +5,621	+17%	+$111K	0.12%	201
2018 Q3	$873K	Sell	33,640 -2,575	-7%	-$64K	0.19%	141
2018 Q2	$865K	Sell	36,215 -11,040	-23%	-$243K	0.22%	125
2018 Q1	$912K	Buy	47,255 +451	+1%	+$8.85K	0.24%	102
2017 Q4	$776K	Buy	+46,804	New	+$780K	0.21%	130

Other funds holding P

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

IHT Wealth Management's P Position: Q2 2020 in Review

IHT Wealth Management sold out of Everpure Inc (P) in Q2 2020, closing a stake of 14,820 shares — an estimated $182K sold.

IHT Wealth Management first reported a position in P in Q4 2017 and held it in 10 quarters. The position peaked at $912K in Q1 2018. 259 funds tracked by Wall St. Rank hold P as of Q2 2020.

IHT Wealth Management reported no remaining Everpure Inc position as of Q2 2020 after selling out during the quarter.
IHT Wealth Management sold 14,820 Everpure Inc shares in Q2 2020, an estimated $182K.
IHT Wealth Management first reported a position in Everpure Inc in Q4 2017 and held it in 10 quarters.
IHT Wealth Management's Everpure Inc position peaked at $912K in Q1 2018.
259 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2020.

Based on IHT Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.