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Castle Wealth Management’s Euronet Worldwide EEFT Stock Holding History

Castle Wealth Management’s Portfolio EEFT Stock Details EEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-622
Closed -$47K – 259
2022
Q3 		$47K Buy
622
+540
+659% +$50.7K 0.03% 220
2022
Q2 		$8K Buy
+82
New +$9.71K ﹤0.01% 432

Other funds holding EEFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Castle Wealth Management's EEFT Position: Q4 2022 in Review

Castle Wealth Management sold out of Euronet Worldwide (EEFT) in Q4 2022, closing a stake of 622 shares — an estimated $47K sold.

Castle Wealth Management first reported a position in EEFT in Q2 2022 and held it in 2 quarters. The position peaked at $47K in Q3 2022. 319 funds tracked by Wall St. Rank hold EEFT as of Q4 2022.

  • Castle Wealth Management reported no remaining Euronet Worldwide position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 622 Euronet Worldwide shares in Q4 2022, an estimated $47K.
  • Castle Wealth Management first reported a position in Euronet Worldwide in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Euronet Worldwide position peaked at $47K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held Euronet Worldwide as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.