PWA
P

Phoenix Wealth Advisors’s Everpure Inc P Stock Holding History

Phoenix 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
2021
Q2 		– Sell
-27,957
Closed -$614K – 383
2021
Q1 		$614K Sell
27,957
-5,565
-17% -$132K 0.48% 51
2020
Q4 		$758K Buy
+33,522
New +$642K 0.58% 45

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Phoenix Wealth Advisors's P Position: Q2 2021 in Review

Phoenix Wealth Advisors sold out of Everpure Inc (P) in Q2 2021, closing a stake of 27,957 shares — an estimated $614K sold.

Phoenix Wealth Advisors first reported a position in P in Q4 2020 and held it in 2 quarters. The position peaked at $758K in Q4 2020. 290 funds tracked by Wall St. Rank hold P as of Q2 2021.

  • Phoenix Wealth Advisors reported no remaining Everpure Inc position as of Q2 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 27,957 Everpure Inc shares in Q2 2021, an estimated $614K.
  • Phoenix Wealth Advisors first reported a position in Everpure Inc in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Everpure Inc position peaked at $758K in Q4 2020.
  • 290 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.