Financial Engines Advisors
EPR icon

Financial Engines Advisors’s EPR Properties EPR Stock Holding History

Financial Engines Advisors’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
Q4 		– Sell
-15,558
Closed -$772K – 275
2021
Q3 		$772K Sell
15,558
-965
-6% -$49K ﹤0.01% 129
2021
Q2 		$870K Hold
16,523
– – ﹤0.01% 108
2021
Q1 		$770K Buy
16,523
+6
+0% +$253 ﹤0.01% 137
2020
Q4 		$537K Sell
16,517
-593
-3% -$17.4K ﹤0.01% 158
2020
Q3 		$471K Buy
+17,110
New +$535K ﹤0.01% 161

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Invesco
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State Street
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BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Engines Advisors's EPR Position: Q4 2021 in Review

Financial Engines Advisors sold out of EPR Properties (EPR) in Q4 2021, closing a stake of 15,558 shares — an estimated $772K sold.

Financial Engines Advisors first reported a position in EPR in Q3 2020 and held it in 5 quarters. The position peaked at $870K in Q2 2021. 323 funds tracked by Wall St. Rank hold EPR as of Q4 2021.

  • Financial Engines Advisors reported no remaining EPR Properties position as of Q4 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 15,558 EPR Properties shares in Q4 2021, an estimated $772K.
  • Financial Engines Advisors first reported a position in EPR Properties in Q3 2020 and held it in 5 quarters.
  • Financial Engines Advisors's EPR Properties position peaked at $870K in Q2 2021.
  • 323 funds tracked by Wall St. Rank held EPR Properties as of Q4 2021.

Based on Financial Engines Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.