TWM
P

TriaGen Wealth Management’s Everpure Inc P Stock Holding History

TriaGen Wealth 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
2024
Q3 		– Sell
-6,913
Closed -$444K – 181
2024
Q2 		$444K Buy
6,913
+4
+0.1% +$232 0.17% 109
2024
Q1 		$359K Buy
+6,909
New +$308K 0.15% 120
2022
Q4 		– Sell
-93,956
Closed -$2.57M – 183
2022
Q3 		$2.57M Buy
+93,956
New +$2.66M 1.42% 20

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

TriaGen Wealth Management's P Position: Q3 2024 in Review

TriaGen Wealth Management sold out of Everpure Inc (P) in Q3 2024, closing a stake of 6,913 shares — an estimated $444K sold.

TriaGen Wealth Management first reported a position in P in Q3 2022 and held it in 3 quarters. The position peaked at $2.57M in Q3 2022. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

  • TriaGen Wealth Management reported no remaining Everpure Inc position as of Q3 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 6,913 Everpure Inc shares in Q3 2024, an estimated $444K.
  • TriaGen Wealth Management first reported a position in Everpure Inc in Q3 2022 and held it in 3 quarters.
  • TriaGen Wealth Management's Everpure Inc position peaked at $2.57M in Q3 2022.
  • 617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

Based on TriaGen Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.