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Accurate Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Accurate Wealth Management’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,100
Closed -$44.1K – 603
2022
Q4 		$44.1K Buy
+1,100
New +$43.7K 0.02% 482

Other funds holding EPC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accurate Wealth Management's EPC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Edgewell Personal Care (EPC) in Q1 2023, closing a stake of 1,100 shares — an estimated $44.1K sold.

Accurate Wealth Management first reported a position in EPC in Q4 2022 and held it in 1 quarter. The position peaked at $44.1K in Q4 2022. 227 funds tracked by Wall St. Rank hold EPC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Edgewell Personal Care position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,100 Edgewell Personal Care shares in Q1 2023, an estimated $44.1K.
  • Accurate Wealth Management first reported a position in Edgewell Personal Care in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Edgewell Personal Care position peaked at $44.1K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.