CWM
EWCZ

Castle Wealth Management’s European Wax Center EWCZ Stock Holding History

Castle Wealth Management’s Portfolio EWCZ Stock Details EWCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25
Closed – – 277
2022
Q3 		$0 Hold
25
– – ﹤0.01% 690
2022
Q2 		$0 Buy
+25
New +$638 ﹤0.01% 679

Other funds holding EWCZ

GA
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BAMCO Inc
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 EWCZ Position: Q4 2022 in Review

Castle Wealth Management sold out of European Wax Center (EWCZ) in Q4 2022, closing a stake of 25 shares.

Castle Wealth Management first reported a position in EWCZ in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 95 funds tracked by Wall St. Rank hold EWCZ as of Q4 2022.

  • Castle Wealth Management reported no remaining European Wax Center position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 25 European Wax Center shares in Q4 2022.
  • Castle Wealth Management first reported a position in European Wax Center in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's European Wax Center position peaked at $0 in Q3 2022.
  • 95 funds tracked by Wall St. Rank held European Wax Center as of Q4 2022.

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