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Prestige Wealth Management Group’s Enerpac Tool Group EPAC Stock Holding History

Prestige Wealth Management Group’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-18
Closed – – 896
2020
Q1 		$0 Buy
+18
New +$400 ﹤0.01% 932
2019
Q1 		– Sell
-63
Closed -$1K – 693
2018
Q4 		$1K Buy
+63
New +$1.53K ﹤0.01% 1003

Other funds holding EPAC

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prestige Wealth Management Group's EPAC Position: Q2 2020 in Review

Prestige Wealth Management Group sold out of Enerpac Tool Group (EPAC) in Q2 2020, closing a stake of 18 shares.

Prestige Wealth Management Group first reported a position in EPAC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 161 funds tracked by Wall St. Rank hold EPAC as of Q2 2020.

  • Prestige Wealth Management Group reported no remaining Enerpac Tool Group position as of Q2 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 18 Enerpac Tool Group shares in Q2 2020.
  • Prestige Wealth Management Group first reported a position in Enerpac Tool Group in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Enerpac Tool Group position peaked at $1K in Q4 2018.
  • 161 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2020.

Based on Prestige Wealth Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.