Sigma Planning Corp
P icon

Sigma Planning Corp’s Everpure Inc P Stock Holding History

Sigma Planning Corp’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
2026
Q3 		$654K Sell
5,004
-968
-16% -$91.2K 0.02% 744
2026
Q2 		$471K Sell
5,972
-376
-6% -$27.6K 0.01% 941
2026
Q1 		$375K Sell
6,348
-200
-3% -$13.5K 0.01% 962
2025
Q4 		$439K Buy
6,548
+372
+6% +$31.1K 0.01% 845
2025
Q3 		$518K Sell
6,176
-59
-0.9% -$3.92K 0.01% 799
2025
Q2 		$359K Sell
6,235
-923
-13% -$45.9K 0.01% 924
2025
Q1 		$317K Buy
7,158
+263
+4% +$15.9K 0.01% 928
2024
Q4 		$424K Sell
6,895
-136
-2% -$7.57K 0.01% 801
2024
Q3 		$353K Buy
7,031
+1,847
+36% +$104K 0.01% 885
2024
Q2 		$333K Sell
5,184
-1,057
-17% -$61.2K 0.01% 881
2024
Q1 		$324K Buy
+6,241
New +$279K 0.01% 922
2023
Q3 		– Sell
-5,664
Closed -$209K – 1284
2023
Q2 		$209K Buy
+5,664
New +$160K 0.01% 1082
2022
Q4 		– Sell
-7,398
Closed -$202K – 1323
2022
Q3 		$202K Sell
7,398
-4,700
-39% -$133K 0.01% 1122
2022
Q2 		$311K Sell
12,098
-595
-5% -$16.5K 0.01% 973
2022
Q1 		$448K Sell
12,693
-7,924
-38% -$231K 0.01% 883
2021
Q4 		$671K Buy
+20,617
New +$598K 0.02% 712

Other funds holding P

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Sigma Planning Corp's P Position: Q3 2026 in Review

Sigma Planning Corp reduced its Everpure Inc (P) stake by 16% in Q3 2026, selling an estimated $91.2K and leaving 5,004 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #744.

Sigma Planning Corp first reported a position in P in Q4 2021 and has held it in 16 quarters since. The position peaked at $671K in Q4 2021. 486 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Sigma Planning Corp held 5,004 shares of Everpure Inc worth $654K as of Q3 2026.
  • Sigma Planning Corp sold 968 Everpure Inc shares in Q3 2026, an estimated $91.2K.
  • Everpure Inc made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #744 holding.
  • Sigma Planning Corp first reported a position in Everpure Inc in Q4 2021 and has held it in 16 quarters since.
  • Sigma Planning Corp's Everpure Inc position peaked at $671K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.