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One Wealth Advisors’s Energizer ENR Stock Holding History

One Wealth Advisors’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-351
Closed -$11.8K – 321
2022
Q4 		$11.8K Buy
+351
New +$10.8K ﹤0.01% 613
2019
Q2 		– Sell
-57
Closed -$3K – 224
2019
Q1 		$3K Buy
+57
New +$2.63K ﹤0.01% 430

Other funds holding ENR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

One Wealth Advisors's ENR Position: Q1 2023 in Review

One Wealth Advisors sold out of Energizer (ENR) in Q1 2023, closing a stake of 351 shares — an estimated $11.8K sold.

One Wealth Advisors first reported a position in ENR in Q1 2019 and held it in 2 quarters. The position peaked at $11.8K in Q4 2022. 266 funds tracked by Wall St. Rank hold ENR as of Q1 2023.

  • One Wealth Advisors reported no remaining Energizer position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 351 Energizer shares in Q1 2023, an estimated $11.8K.
  • One Wealth Advisors first reported a position in Energizer in Q1 2019 and held it in 2 quarters.
  • One Wealth Advisors's Energizer position peaked at $11.8K in Q4 2022.
  • 266 funds tracked by Wall St. Rank held Energizer as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.