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Aaron Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

Aaron Wealth Advisors’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-214
Closed -$4.68K – 396
2022
Q1 		$4.68K Buy
+214
New +$4.05K ﹤0.01% 868

Other funds holding EPAC

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Aaron Wealth Advisors's EPAC Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Enerpac Tool Group (EPAC) in Q2 2022, closing a stake of 214 shares — an estimated $4.68K sold.

Aaron Wealth Advisors first reported a position in EPAC in Q1 2022 and held it in 1 quarter. The position peaked at $4.68K in Q1 2022. 149 funds tracked by Wall St. Rank hold EPAC as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Enerpac Tool Group position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 214 Enerpac Tool Group shares in Q2 2022, an estimated $4.68K.
  • Aaron Wealth Advisors first reported a position in Enerpac Tool Group in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Enerpac Tool Group position peaked at $4.68K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.