WP
P

WealthShield Partners’s Everpure Inc P Stock Holding History

WealthShield 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
Q4 		– Sell
-15,760
Closed -$397K – 298
2021
Q3 		$397K Buy
+15,760
New +$348K 0.11% 165
2021
Q2 		– Sell
-15,697
Closed -$338K – 1056
2021
Q1 		$338K Buy
+15,697
New +$373K 0.06% 191

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WealthShield Partners's P Position: Q4 2021 in Review

WealthShield Partners sold out of Everpure Inc (P) in Q4 2021, closing a stake of 15,760 shares — an estimated $397K sold.

WealthShield Partners first reported a position in P in Q1 2021 and held it in 2 quarters. The position peaked at $397K in Q3 2021. 368 funds tracked by Wall St. Rank hold P as of Q4 2021.

  • WealthShield Partners reported no remaining Everpure Inc position as of Q4 2021 after selling out during the quarter.
  • WealthShield Partners sold 15,760 Everpure Inc shares in Q4 2021, an estimated $397K.
  • WealthShield Partners first reported a position in Everpure Inc in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Everpure Inc position peaked at $397K in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.