SRA
P

Secured Retirement Advisors’s Everpure Inc P Stock Holding History

Secured Retirement 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
Q1 		– Sell
-15,918
Closed -$978K – 155
2024
Q4 		$978K Buy
+15,918
New +$887K 0.56% 76

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Secured Retirement Advisors's P Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Everpure Inc (P) in Q1 2025, closing a stake of 15,918 shares — an estimated $978K sold.

Secured Retirement Advisors first reported a position in P in Q4 2024 and held it in 1 quarter. The position peaked at $978K in Q4 2024. 648 funds tracked by Wall St. Rank hold P as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Everpure Inc position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 15,918 Everpure Inc shares in Q1 2025, an estimated $978K.
  • Secured Retirement Advisors first reported a position in Everpure Inc in Q4 2024 and held it in 1 quarter.
  • Secured Retirement Advisors's Everpure Inc position peaked at $978K in Q4 2024.
  • 648 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.