SW
P

SkyOak Wealth’s Everpure Inc P Stock Holding History

SkyOak Wealth’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
2024
Q3 		– Sell
-5,351
Closed -$344K – 257
2024
Q2 		$344K Buy
+5,351
New +$310K 0.08% 150
2022
Q2 		– Sell
-9,041
Closed -$319K – 246
2022
Q1 		$319K Buy
+9,041
New +$263K 0.09% 170

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

SkyOak Wealth's P Position: Q3 2024 in Review

SkyOak Wealth sold out of Everpure Inc (P) in Q3 2024, closing a stake of 5,351 shares — an estimated $344K sold.

SkyOak Wealth first reported a position in P in Q1 2022 and held it in 2 quarters. The position peaked at $344K in Q2 2024. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

  • SkyOak Wealth reported no remaining Everpure Inc position as of Q3 2024 after selling out during the quarter.
  • SkyOak Wealth sold 5,351 Everpure Inc shares in Q3 2024, an estimated $344K.
  • SkyOak Wealth first reported a position in Everpure Inc in Q1 2022 and held it in 2 quarters.
  • SkyOak Wealth's Everpure Inc position peaked at $344K in Q2 2024.
  • 617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

Based on SkyOak Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.