MAWA
P

Moss Adams Wealth Advisors’s Everpure Inc P Stock Holding History

Moss Adams Wealth Advisors’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
Q1 		– Sell
-286,019
Closed -$10.2M – 159
2023
Q4 		$10.2M Buy
+286,019
New +$10M 2.13% 8

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moss Adams Wealth Advisors's P Position: Q1 2024 in Review

Moss Adams Wealth Advisors sold out of Everpure Inc (P) in Q1 2024, closing a stake of 286,019 shares — an estimated $10.2M sold.

Moss Adams Wealth Advisors first reported a position in P in Q4 2023 and held it in 1 quarter. The position peaked at $10.2M in Q4 2023. 558 funds tracked by Wall St. Rank hold P as of Q1 2024.

  • Moss Adams Wealth Advisors reported no remaining Everpure Inc position as of Q1 2024 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 286,019 Everpure Inc shares in Q1 2024, an estimated $10.2M.
  • Moss Adams Wealth Advisors first reported a position in Everpure Inc in Q4 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Everpure Inc position peaked at $10.2M in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.