Certified Advisory Corp’s EPR Properties EPR Stock Holding History

Certified Advisory Corp’s Portfolio EPR Stock Details EPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-98	Closed	-$5K	–	360
2021 Q1	$5K	Buy	+98	New	+$4.13K	﹤0.01%	670
2020 Q2	$3K	Hold	98	–	–	﹤0.01%	671
2020 Q1	$2K	Hold	98	–	–	﹤0.01%	691
2019 Q4	$7K	Hold	98	–	–	﹤0.01%	624
2019 Q3	$8K	Hold	98	–	–	﹤0.01%	617
2019 Q2	$7K	Hold	98	–	–	﹤0.01%	633
2019 Q1	$8K	Hold	98	–	–	﹤0.01%	575
2018 Q4	$6K	Hold	98	–	–	﹤0.01%	602
2018 Q3	$7K	Sell	98 -136	-58%	-$9.24K	﹤0.01%	615
2018 Q2	$15K	Hold	234	–	–	0.01%	474
2018 Q1	$12K	Sell	234 -29	-11%	-$1.68K	0.01%	481
2017 Q4	$17K	Buy	+263	New	+$18K	0.01%	394

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Certified Advisory Corp's EPR Position: Q2 2021 in Review

Certified Advisory Corp sold out of EPR Properties (EPR) in Q2 2021, closing a stake of 98 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in EPR in Q4 2017 and held it in 12 quarters. The position peaked at $17K in Q4 2017. 316 funds tracked by Wall St. Rank hold EPR as of Q2 2021.

Certified Advisory Corp reported no remaining EPR Properties position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 98 EPR Properties shares in Q2 2021, an estimated $5K.
Certified Advisory Corp first reported a position in EPR Properties in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's EPR Properties position peaked at $17K in Q4 2017.
316 funds tracked by Wall St. Rank held EPR Properties as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.