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Epic Trust Investment Advisors’s Fortune Brands Innovations FBIN Stock Holding History

Epic Trust Investment Advisors’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,275
Closed -$301K – 120
2022
Q4 		$301K Sell
5,275
-1,032
-16% -$54.2K 0.45% 71
2022
Q3 		$289K Buy
+6,307
New +$342K 0.4% 75

Other funds holding FBIN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Epic Trust Investment Advisors's FBIN Position: Q1 2023 in Review

Epic Trust Investment Advisors sold out of Fortune Brands Innovations (FBIN) in Q1 2023, closing a stake of 5,275 shares — an estimated $301K sold.

Epic Trust Investment Advisors first reported a position in FBIN in Q3 2022 and held it in 2 quarters. The position peaked at $301K in Q4 2022. 549 funds tracked by Wall St. Rank hold FBIN as of Q1 2023.

  • Epic Trust Investment Advisors reported no remaining Fortune Brands Innovations position as of Q1 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 5,275 Fortune Brands Innovations shares in Q1 2023, an estimated $301K.
  • Epic Trust Investment Advisors first reported a position in Fortune Brands Innovations in Q3 2022 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Fortune Brands Innovations position peaked at $301K in Q4 2022.
  • 549 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q1 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.