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Cardinal Point Wealth Management Partners’s Edgewell Personal Care EPC Stock Holding History

Cardinal Point Wealth Management Partners’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 		$527K Hold
12,377
– – 0.16% 51
2022
Q4 		$479K Buy
+12,377
New +$492K 0.17% 44

Other funds holding EPC

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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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cardinal Point Wealth Management Partners's EPC Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its Edgewell Personal Care (EPC) position steady in Q1 2023 at 12,377 shares worth $527K. The position accounts for 0.16% of the portfolio, ranked #51.

Cardinal Point Wealth Management Partners first reported a position in EPC in Q4 2022 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold EPC as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 12,377 shares of Edgewell Personal Care worth $527K as of Q1 2023.
  • Cardinal Point Wealth Management Partners left its Edgewell Personal Care share count unchanged in Q1 2023.
  • Edgewell Personal Care made up 0.16% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #51 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Edgewell Personal Care in Q4 2022 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.