RIA
P

Realta Investment Advisors’s Everpure Inc P Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-4,000
Closed -$64K – 1121
2019
Q4 		$64K Hold
4,000
– – 0.02% 610
2019
Q3 		$68K Hold
4,000
– – 0.02% 593
2019
Q2 		$61K Buy
4,000
+800
+25% +$15.6K 0.02% 625
2019
Q1 		$70K Buy
+3,200
New +$60.8K 0.03% 468

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Realta Investment Advisors's P Position: Q1 2020 in Review

Realta Investment Advisors sold out of Everpure Inc (P) in Q1 2020, closing a stake of 4,000 shares — an estimated $64K sold.

Realta Investment Advisors first reported a position in P in Q1 2019 and held it in 4 quarters. The position peaked at $70K in Q1 2019. 223 funds tracked by Wall St. Rank hold P as of Q1 2020.

  • Realta Investment Advisors reported no remaining Everpure Inc position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 4,000 Everpure Inc shares in Q1 2020, an estimated $64K.
  • Realta Investment Advisors first reported a position in Everpure Inc in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Everpure Inc position peaked at $70K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.