Arete Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

Arete Wealth Advisors’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
2021 Q3	–	Sell	-4,684	Closed	-$204K	–	422
2021 Q2	$204K	Buy	+4,684	New	+$198K	0.03%	334
2019 Q2	–	Sell	-4,684	Closed	-$205K	–	400
2019 Q1	$205K	Buy	+4,684	New	+$195K	0.04%	356
2018 Q4	–	Sell	-4,684	Closed	-$216K	–	379
2018 Q3	$216K	Hold	4,684	–	–	0.05%	328
2018 Q2	$236K	Hold	4,684	–	–	0.06%	318
2018 Q1	$228K	Hold	4,684	–	–	0.08%	286
2017 Q4	$278K	Sell	4,684 -10,581	-69%	-$666K	0.09%	250
2017 Q3	$1.11M	Sell	15,265 -6,428	-30%	-$474K	0.44%	63
2017 Q2	$1.65M	Buy	+21,693	New	+$1.6M	0.75%	37

Other funds holding EPC

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Arete Wealth Advisors's EPC Position: Q3 2021 in Review

Arete Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q3 2021, closing a stake of 4,684 shares — an estimated $204K sold.

Arete Wealth Advisors first reported a position in EPC in Q2 2017 and held it in 8 quarters. The position peaked at $1.65M in Q2 2017. 236 funds tracked by Wall St. Rank hold EPC as of Q3 2021.

Arete Wealth Advisors reported no remaining Edgewell Personal Care position as of Q3 2021 after selling out during the quarter.
Arete Wealth Advisors sold 4,684 Edgewell Personal Care shares in Q3 2021, an estimated $204K.
Arete Wealth Advisors first reported a position in Edgewell Personal Care in Q2 2017 and held it in 8 quarters.
Arete Wealth Advisors's Edgewell Personal Care position peaked at $1.65M in Q2 2017.
236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2021.

Based on Arete Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.