Wealthcare Advisory Partners’s Everpure Inc P Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-100	Closed	-$2K	–	1521
2021 Q1	$2K	Buy	+100	New	+$2.38K	﹤0.01%	1909
2020 Q2	–	Sell	-500	Closed	-$6K	–	1091
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	1068
2019 Q4	$9K	Hold	500	–	–	﹤0.01%	981
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	977
2019 Q2	$8K	Hold	500	–	–	﹤0.01%	964
2019 Q1	$11K	Hold	500	–	–	﹤0.01%	794
2018 Q4	$8K	Hold	500	–	–	﹤0.01%	844
2018 Q3	$13K	Sell	500 -2,000	-80%	-$49.7K	﹤0.01%	783
2018 Q2	$60K	Hold	2,500	–	–	0.01%	432
2018 Q1	$50K	Sell	2,500 -1,750	-41%	-$34.3K	0.01%	395
2017 Q4	$67K	Buy	+4,250	New	+$70.8K	0.02%	327

Other funds holding P

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wealthcare Advisory Partners's P Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Everpure Inc (P) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in P in Q4 2017 and held it in 11 quarters. The position peaked at $67K in Q4 2017. 290 funds tracked by Wall St. Rank hold P as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Everpure Inc position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 100 Everpure Inc shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Everpure Inc in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Everpure Inc position peaked at $67K in Q4 2017.
290 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.