TAIM
P

TD Ameritrade Investment Management’s Everpure Inc P Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-48
Closed -$2K – 362
2023
Q2 		$2K Buy
48
+25
+109% +$708 ﹤0.01% 472
2023
Q1 		$1K Hold
23
– – ﹤0.01% 568
2022
Q4 		$1K Sell
23
-20
-47% -$582 ﹤0.01% 565
2022
Q3 		$1K Hold
43
– – ﹤0.01% 565
2022
Q2 		$1K Buy
+43
New +$1.19K ﹤0.01% 590

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TD Ameritrade Investment Management's P Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Everpure Inc (P) in Q3 2023, closing a stake of 48 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in P in Q2 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2023. 466 funds tracked by Wall St. Rank hold P as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Everpure Inc position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 48 Everpure Inc shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Everpure Inc in Q2 2022 and held it in 5 quarters.
  • TD Ameritrade Investment Management's Everpure Inc position peaked at $2K in Q2 2023.
  • 466 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.