TCWA
P

Ten Capital Wealth Advisors’s Everpure Inc P Stock Holding History

Ten Capital 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 		$200K Buy
+5,454
New +$155K 0.06% 130

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

Ten Capital Wealth Advisors's P Position: Q2 2023 in Review

Ten Capital Wealth Advisors opened a new position in Everpure Inc (P) in Q2 2023: 5,454 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings.

443 funds tracked by Wall St. Rank hold P as of Q2 2023.

  • Ten Capital Wealth Advisors held 5,454 shares of Everpure Inc worth $200K as of Q2 2023.
  • Everpure Inc was a new Ten Capital Wealth Advisors position in Q2 2023.
  • Everpure Inc made up 0.06% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #130 holding.
  • 443 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.