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Exencial Wealth Advisors’s EastGroup Properties EGP Stock Holding History

Exencial Wealth Advisors’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,083
Closed -$220K – 431
2022
Q1 		$220K Hold
1,083
– – 0.01% 413
2021
Q4 		$247K Buy
+1,083
New +$218K 0.01% 419

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Exencial Wealth Advisors's EGP Position: Q2 2022 in Review

Exencial Wealth Advisors sold out of EastGroup Properties (EGP) in Q2 2022, closing a stake of 1,083 shares — an estimated $220K sold.

Exencial Wealth Advisors first reported a position in EGP in Q4 2021 and held it in 2 quarters. The position peaked at $247K in Q4 2021. 365 funds tracked by Wall St. Rank hold EGP as of Q2 2022.

  • Exencial Wealth Advisors reported no remaining EastGroup Properties position as of Q2 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,083 EastGroup Properties shares in Q2 2022, an estimated $220K.
  • Exencial Wealth Advisors first reported a position in EastGroup Properties in Q4 2021 and held it in 2 quarters.
  • Exencial Wealth Advisors's EastGroup Properties position peaked at $247K in Q4 2021.
  • 365 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2022.

Based on Exencial Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.