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Fortitude Advisory Group’s Enerpac Tool Group EPAC Stock Holding History

Fortitude Advisory Group’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-483
Closed -$11K – 527
2022
Q1 		$11K Hold
483
– – 0.01% 989
2021
Q4 		$10K Buy
+483
New +$10.4K 0.01% 1030

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Fortitude Advisory Group's EPAC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Enerpac Tool Group (EPAC) in Q2 2022, closing a stake of 483 shares — an estimated $11K sold.

Fortitude Advisory Group first reported a position in EPAC in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 149 funds tracked by Wall St. Rank hold EPAC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Enerpac Tool Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 483 Enerpac Tool Group shares in Q2 2022, an estimated $11K.
  • Fortitude Advisory Group first reported a position in Enerpac Tool Group in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Enerpac Tool Group position peaked at $11K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.