IWS
EPR icon

Insight Wealth Strategies’s EPR Properties EPR Stock Holding History

Insight Wealth Strategies’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
2020
Q1 		– Sell
-3,318
Closed -$234K – 165
2019
Q4 		$234K Buy
+3,318
New +$245K 0.05% 184

Other funds holding EPR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Insight Wealth Strategies's EPR Position: Q1 2020 in Review

Insight Wealth Strategies sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 3,318 shares — an estimated $234K sold.

Insight Wealth Strategies first reported a position in EPR in Q4 2019 and held it in 1 quarter. The position peaked at $234K in Q4 2019. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

  • Insight Wealth Strategies reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,318 EPR Properties shares in Q1 2020, an estimated $234K.
  • Insight Wealth Strategies first reported a position in EPR Properties in Q4 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's EPR Properties position peaked at $234K in Q4 2019.
  • 335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.