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Parisi Gray Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Parisi Gray Wealth Management’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
2019
Q1 		– Sell
-200
Closed -$8K – 541
2018
Q4 		$8K Hold
200
– – 0.01% 415
2018
Q3 		$9K Hold
200
– – 0.01% 418
2018
Q2 		$10K Hold
200
– – 0.01% 413
2018
Q1 		$10K Hold
200
– – 0.01% 436
2017
Q4 		$12K Buy
+200
New +$12.6K 0.01% 416

Other funds holding EPC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Parisi Gray Wealth Management's EPC Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of Edgewell Personal Care (EPC) in Q1 2019, closing a stake of 200 shares — an estimated $8K sold.

Parisi Gray Wealth Management first reported a position in EPC in Q4 2017 and held it in 5 quarters. The position peaked at $12K in Q4 2017. 261 funds tracked by Wall St. Rank hold EPC as of Q1 2019.

  • Parisi Gray Wealth Management reported no remaining Edgewell Personal Care position as of Q1 2019 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 200 Edgewell Personal Care shares in Q1 2019, an estimated $8K.
  • Parisi Gray Wealth Management first reported a position in Edgewell Personal Care in Q4 2017 and held it in 5 quarters.
  • Parisi Gray Wealth Management's Edgewell Personal Care position peaked at $12K in Q4 2017.
  • 261 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.