Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s EPR Properties EPR Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-13
Closed -$540 – 177
2023
Q3 		$540 Buy
+13
New +$572 ﹤0.01% 537

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Legacy Financial Group (Iowa)'s EPR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of EPR Properties (EPR) in Q4 2023, closing a stake of 13 shares — an estimated $540 sold.

Legacy Financial Group (Iowa) first reported a position in EPR in Q3 2023 and held it in 1 quarter. The position peaked at $540 in Q3 2023. 353 funds tracked by Wall St. Rank hold EPR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining EPR Properties position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 13 EPR Properties shares in Q4 2023, an estimated $540.
  • Legacy Financial Group (Iowa) first reported a position in EPR Properties in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s EPR Properties position peaked at $540 in Q3 2023.
  • 353 funds tracked by Wall St. Rank held EPR Properties as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.