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Founders Financial Alliance’s Edgewell Personal Care EPC Stock Holding History

Founders Financial Alliance’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6
Closed – – 676
2020
Q3 		$0 Buy
+6
New +$178 ﹤0.01% 1378

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Founders Financial Alliance's EPC Position: Q4 2020 in Review

Founders Financial Alliance sold out of Edgewell Personal Care (EPC) in Q4 2020, closing a stake of 6 shares.

Founders Financial Alliance first reported a position in EPC in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 228 funds tracked by Wall St. Rank hold EPC as of Q4 2020.

  • Founders Financial Alliance reported no remaining Edgewell Personal Care position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 6 Edgewell Personal Care shares in Q4 2020.
  • Founders Financial Alliance first reported a position in Edgewell Personal Care in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Edgewell Personal Care position peaked at $0 in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.