SFS
P

Sowell Financial Services’s Everpure Inc P Stock Holding History

Sowell Financial Services’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
2021
Q3 		– Sell
-11,257
Closed -$220K – 542
2021
Q2 		$220K Buy
11,257
+4,532
+67% +$89.1K 0.01% 504
2021
Q1 		$123K Buy
6,725
+5,626
+512% +$134K ﹤0.01% 1276
2020
Q4 		$25K Buy
1,099
+461
+72% +$8.84K ﹤0.01% 1644
2020
Q3 		$10K Buy
638
+388
+155% +$6.34K ﹤0.01% 1810
2020
Q2 		$4K Buy
+250
New +$3.75K ﹤0.01% 1984
2020
Q1 		– Sell
-107
Closed -$2K – 2638
2019
Q4 		$2K Buy
+107
New +$1.89K ﹤0.01% 2225

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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sowell Financial Services's P Position: Q3 2021 in Review

Sowell Financial Services sold out of Everpure Inc (P) in Q3 2021, closing a stake of 11,257 shares — an estimated $220K sold.

Sowell Financial Services first reported a position in P in Q4 2019 and held it in 6 quarters. The position peaked at $220K in Q2 2021. 312 funds tracked by Wall St. Rank hold P as of Q3 2021.

  • Sowell Financial Services reported no remaining Everpure Inc position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 11,257 Everpure Inc shares in Q3 2021, an estimated $220K.
  • Sowell Financial Services first reported a position in Everpure Inc in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Everpure Inc position peaked at $220K in Q2 2021.
  • 312 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.