SteelPeak Wealth’s Everpure Inc P Stock Holding History

SteelPeak 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
2022 Q1	–	Sell	-15,957	Closed	-$519K	–	471
2021 Q4	$519K	Buy	15,957 +6,223	+64%	+$181K	0.03%	250
2021 Q3	$245K	Sell	9,734 -6,879	-41%	-$152K	0.02%	363
2021 Q2	$324K	Buy	16,613 +6,101	+58%	+$120K	0.02%	326
2021 Q1	$226K	Buy	+10,512	New	+$250K	0.02%	335

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

SteelPeak Wealth's P Position: Q1 2022 in Review

SteelPeak Wealth sold out of Everpure Inc (P) in Q1 2022, closing a stake of 15,957 shares — an estimated $519K sold.

SteelPeak Wealth first reported a position in P in Q1 2021 and held it in 4 quarters. The position peaked at $519K in Q4 2021. 392 funds tracked by Wall St. Rank hold P as of Q1 2022.

SteelPeak Wealth reported no remaining Everpure Inc position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 15,957 Everpure Inc shares in Q1 2022, an estimated $519K.
SteelPeak Wealth first reported a position in Everpure Inc in Q1 2021 and held it in 4 quarters.
SteelPeak Wealth's Everpure Inc position peaked at $519K in Q4 2021.
392 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.