JWM
P

Janiczek Wealth Management’s Everpure Inc P Stock Holding History

Janiczek 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 		$2.31K Buy
+36
New +$2.08K ﹤0.01% 842
2023
Q1 		– Sell
-21
Closed -$557 – 1059
2022
Q4 		$557 Buy
21
+4
+24% +$116 ﹤0.01% 903
2022
Q3 		$0 Hold
17
– – ﹤0.01% 1036
2022
Q2 		$0 Buy
+17
New +$470 ﹤0.01% 1049

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

Janiczek Wealth Management's P Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Everpure Inc (P) in Q2 2024: 36 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in P as recently as Q4 2022.

Janiczek Wealth Management first reported a position in P in Q2 2022 and has held it in 4 quarters since. 653 funds tracked by Wall St. Rank hold P as of Q2 2024.

  • Janiczek Wealth Management held 36 shares of Everpure Inc worth $2.31K as of Q2 2024.
  • Everpure Inc was a new Janiczek Wealth Management position in Q2 2024.
  • Everpure Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #842 holding.
  • Janiczek Wealth Management first reported a position in Everpure Inc in Q2 2022 and has held it in 4 quarters since.
  • 653 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.