TWA
P

TCI Wealth Advisors’s Everpure Inc P Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-2
Closed -$52 – 1721
2023
Q1 		$52 Sell
2
-59
-97% -$1.59K ﹤0.01% 2445
2022
Q4 		$1.63K Buy
61
+20
+49% +$582 ﹤0.01% 2020
2022
Q3 		$1K Buy
41
+8
+24% +$226 ﹤0.01% 2140
2022
Q2 		$1K Buy
+33
New +$913 ﹤0.01% 2189
2021
Q4 		– Sell
-19,882
Closed -$500K – 2466
2021
Q3 		$500K Sell
19,882
-158
-0.8% -$3.49K 0.08% 112
2021
Q2 		$391K Hold
20,040
– – 0.07% 132
2021
Q1 		$432K Sell
20,040
-10,011
-33% -$238K 0.18% 108
2020
Q4 		$679K Sell
30,051
-20,188
-40% -$387K 0.3% 73
2020
Q3 		$773K Sell
50,239
-300
-0.6% -$4.9K 0.31% 60
2020
Q2 		$876K Buy
50,539
+300
+0.6% +$4.5K 0.37% 59
2020
Q1 		$618K Hold
50,239
– – 0.3% 65
2019
Q4 		$860K Hold
50,239
– – 0.33% 61
2019
Q3 		$851K Hold
50,239
– – 0.38% 60
2019
Q2 		$767K Hold
50,239
– – 0.35% 62
2019
Q1 		$1.09M Hold
50,239
– – 0.48% 49
2018
Q4 		$808K Hold
50,239
– – 0.39% 58
2018
Q3 		$1.3M Hold
50,239
– – 0.55% 46
2018
Q2 		$1.2M Hold
50,239
– – 0.53% 49
2018
Q1 		$1M Sell
50,239
-20,000
-28% -$392K 0.46% 53
2017
Q4 		$1.11M Buy
+70,239
New +$1.17M 0.49% 49

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's P Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Everpure Inc (P) in Q2 2023, closing a stake of 2 shares — an estimated $52 sold.

TCI Wealth Advisors first reported a position in P in Q4 2017 and held it in 20 quarters. The position peaked at $1.3M in Q3 2018. 443 funds tracked by Wall St. Rank hold P as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Everpure Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2 Everpure Inc shares in Q2 2023, an estimated $52.
  • TCI Wealth Advisors first reported a position in Everpure Inc in Q4 2017 and held it in 20 quarters.
  • TCI Wealth Advisors's Everpure Inc position peaked at $1.3M in Q3 2018.
  • 443 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.