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Confluence Wealth Services’s Edgewell Personal Care EPC Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-121
Closed -$5K – 499
2021
Q4 		$5K Buy
+121
New +$4.88K ﹤0.01% 1046

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Confluence Wealth Services's EPC Position: Q1 2022 in Review

Confluence Wealth Services sold out of Edgewell Personal Care (EPC) in Q1 2022, closing a stake of 121 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in EPC in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 231 funds tracked by Wall St. Rank hold EPC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Edgewell Personal Care position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 121 Edgewell Personal Care shares in Q1 2022, an estimated $5K.
  • Confluence Wealth Services first reported a position in Edgewell Personal Care in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Edgewell Personal Care position peaked at $5K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.