EPG Wealth Management’s CoreCard CCRD Stock Holding History

EPG Wealth Management’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-620	Closed	-$21K	–	225
2020 Q1	$21K	Buy	+620	New	+$23.2K	0.02%	391

Other funds holding CCRD

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pier Capital Stamford, Connecticut $606M AUM 63.41% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

EPG Wealth Management's CCRD Position: Q2 2020 in Review

EPG Wealth Management sold out of CoreCard (CCRD) in Q2 2020, closing a stake of 620 shares — an estimated $21K sold.

EPG Wealth Management first reported a position in CCRD in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 60 funds tracked by Wall St. Rank hold CCRD as of Q2 2020.

EPG Wealth Management reported no remaining CoreCard position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 620 CoreCard shares in Q2 2020, an estimated $21K.
EPG Wealth Management first reported a position in CoreCard in Q1 2020 and held it in 1 quarter.
EPG Wealth Management's CoreCard position peaked at $21K in Q1 2020.
60 funds tracked by Wall St. Rank held CoreCard as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.