Wipfli Financial Advisors’s Everpure Inc P Stock Holding History

Wipfli Financial 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
2022 Q3	$24K	Buy	+869	New	+$24.6K	﹤0.01%	1497

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wipfli Financial Advisors's P Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Everpure Inc (P) in Q3 2022: 869 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings.

394 funds tracked by Wall St. Rank hold P as of Q3 2022.

Wipfli Financial Advisors held 869 shares of Everpure Inc worth $24K as of Q3 2022.
Everpure Inc was a new Wipfli Financial Advisors position in Q3 2022.
Everpure Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1497 holding.
394 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.