PWA
P

Provenance Wealth Advisors’s Everpure Inc P Stock Holding History

Provenance 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
2025
Q4 		– Sell
-321
Closed -$26.9K – 442
2025
Q3 		$26.9K Buy
+321
New +$21.3K ﹤0.01% 260

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
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Provenance Wealth Advisors's P Position: Q4 2025 in Review

Provenance Wealth Advisors sold out of Everpure Inc (P) in Q4 2025, closing a stake of 321 shares — an estimated $26.9K sold.

Provenance Wealth Advisors first reported a position in P in Q3 2025 and held it in 1 quarter. The position peaked at $26.9K in Q3 2025. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Provenance Wealth Advisors reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 321 Everpure Inc shares in Q4 2025, an estimated $26.9K.
  • Provenance Wealth Advisors first reported a position in Everpure Inc in Q3 2025 and held it in 1 quarter.
  • Provenance Wealth Advisors's Everpure Inc position peaked at $26.9K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Provenance Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.