SBIA
P

Sheaff Brock Investment Advisors’s Everpure Inc P Stock Holding History

Sheaff Brock 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
2025
Q1 		$1.55M Sell
35,093
-112
-0.3% -$6.76K 0.14% 127
2024
Q4 		$2.16M Sell
35,205
-4,118
-10% -$229K 0.19% 99
2024
Q3 		$1.98M Buy
39,323
+4,293
+12% +$243K 0.17% 112
2024
Q2 		$2.25M Sell
35,030
-3,214
-8% -$186K 0.21% 94
2024
Q1 		$1.99M Buy
+38,244
New +$1.71M 0.13% 118

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sheaff Brock Investment Advisors's P Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Everpure Inc (P) stake by 0.32% in Q1 2025, selling an estimated $6.76K and leaving 35,093 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #127.

Sheaff Brock Investment Advisors first reported a position in P in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.25M in Q2 2024. 648 funds tracked by Wall St. Rank hold P as of Q1 2025.

  • Sheaff Brock Investment Advisors held 35,093 shares of Everpure Inc worth $1.55M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 112 Everpure Inc shares in Q1 2025, an estimated $6.76K.
  • Everpure Inc made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #127 holding.
  • Sheaff Brock Investment Advisors first reported a position in Everpure Inc in Q1 2024 and has held it in 5 quarters since.
  • Sheaff Brock Investment Advisors's Everpure Inc position peaked at $2.25M in Q2 2024.
  • 648 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.