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Carolinas Wealth Consulting’s Enerpac Tool Group EPAC Stock Holding History

Carolinas Wealth Consulting’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
2023
Q1 		– Sell
-19
Closed -$484 – 1077
2022
Q4 		$484 Buy
+19
New +$458 ﹤0.01% 996

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
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SAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's EPAC Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Enerpac Tool Group (EPAC) in Q1 2023, closing a stake of 19 shares — an estimated $484 sold.

Carolinas Wealth Consulting first reported a position in EPAC in Q4 2022 and held it in 1 quarter. The position peaked at $484 in Q4 2022. 179 funds tracked by Wall St. Rank hold EPAC as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Enerpac Tool Group position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 19 Enerpac Tool Group shares in Q1 2023, an estimated $484.
  • Carolinas Wealth Consulting first reported a position in Enerpac Tool Group in Q4 2022 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Enerpac Tool Group position peaked at $484 in Q4 2022.
  • 179 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.