Ropes Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

Ropes Wealth Advisors’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
2021 Q1	–	Sell	-200	Closed	-$7K	–	412
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	553
2020 Q3	$6K	Sell	200 -400	-67%	-$11.9K	﹤0.01%	551
2020 Q2	$19K	Hold	600	–	–	﹤0.01%	397
2020 Q1	$14K	Hold	600	–	–	﹤0.01%	390
2019 Q4	$19K	Hold	600	–	–	﹤0.01%	421
2019 Q3	$19K	Hold	600	–	–	﹤0.01%	438
2019 Q2	$16K	Buy	600 +200	+50%	+$7.13K	﹤0.01%	450
2019 Q1	$18K	Hold	400	–	–	﹤0.01%	415
2018 Q4	$15K	Hold	400	–	–	﹤0.01%	398
2018 Q3	$18K	Hold	400	–	–	﹤0.01%	410
2018 Q2	$20K	Hold	400	–	–	0.01%	412
2018 Q1	$20K	Hold	400	–	–	0.01%	398
2017 Q4	$24K	Hold	400	–	–	0.01%	416
2017 Q3	$29K	Hold	400	–	–	0.01%	374
2017 Q2	$30K	Hold	400	–	–	0.01%	373
2017 Q1	$29K	Hold	400	–	–	0.01%	375
2016 Q4	$29K	Hold	400	–	–	0.01%	368
2016 Q3	$32K	Buy	+400	New	+$32.3K	0.01%	317

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Ropes Wealth Advisors's EPC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q1 2021, closing a stake of 200 shares — an estimated $7K sold.

Ropes Wealth Advisors first reported a position in EPC in Q3 2016 and held it in 18 quarters. The position peaked at $32K in Q3 2016. 226 funds tracked by Wall St. Rank hold EPC as of Q1 2021.

Ropes Wealth Advisors reported no remaining Edgewell Personal Care position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 200 Edgewell Personal Care shares in Q1 2021, an estimated $7K.
Ropes Wealth Advisors first reported a position in Edgewell Personal Care in Q3 2016 and held it in 18 quarters.
Ropes Wealth Advisors's Edgewell Personal Care position peaked at $32K in Q3 2016.
226 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.