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

Avior 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
2025
Q1 		– Sell
-1,639
Closed -$55.1K – 1222
2024
Q4 		$55.1K Hold
1,639
– – ﹤0.01% 1112
2024
Q3 		$59.6K Hold
1,639
– – ﹤0.01% 1058
2024
Q2 		$65.9K Sell
1,639
-274
-14% -$10.5K ﹤0.01% 997
2024
Q1 		$73.9K Buy
1,913
+375
+24% +$14.2K ﹤0.01% 1079
2023
Q4 		$56.3K Hold
1,538
– – ﹤0.01% 710
2023
Q3 		$56.8K Hold
1,538
– – ﹤0.01% 741
2023
Q2 		$63.5K Hold
1,538
– – ﹤0.01% 711
2023
Q1 		$65.2K Hold
1,538
– – ﹤0.01% 718
2022
Q4 		$59.3K Hold
1,538
– – ﹤0.01% 598
2022
Q3 		$57K Sell
1,538
-5
-0.3% -$195 ﹤0.01% 587
2022
Q2 		$53K Buy
1,543
+5
+0.3% +$180 0.01% 556
2022
Q1 		$56K Hold
1,538
– – ﹤0.01% 576
2021
Q4 		$70K Sell
1,538
-1,538
-50% -$62.1K 0.01% 543
2021
Q3 		$111K Buy
+3,076
New +$126K 0.01% 476
2021
Q2 		– Sell
-11
Closed – – 1063
2021
Q1 		$0 Buy
+11
New +$381 ﹤0.01% 1042
2015
Q4 		– Sell
-10
Closed – – 460
2015
Q3 		$0 Buy
+10
New +$905 ﹤0.01% 406

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's EPC Position: Q1 2025 in Review

Avior Wealth Management sold out of Edgewell Personal Care (EPC) in Q1 2025, closing a stake of 1,639 shares — an estimated $55.1K sold.

Avior Wealth Management first reported a position in EPC in Q3 2015 and held it in 16 quarters. The position peaked at $111K in Q3 2021. 251 funds tracked by Wall St. Rank hold EPC as of Q1 2025.

  • Avior Wealth Management reported no remaining Edgewell Personal Care position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,639 Edgewell Personal Care shares in Q1 2025, an estimated $55.1K.
  • Avior Wealth Management first reported a position in Edgewell Personal Care in Q3 2015 and held it in 16 quarters.
  • Avior Wealth Management's Edgewell Personal Care position peaked at $111K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.