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

Spire Wealth Management’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
2022
Q4 		– Sell
-200
Closed -$4K – 2337
2022
Q3 		$4K Hold
200
– – ﹤0.01% 1784
2022
Q2 		$4K Hold
200
– – ﹤0.01% 2183
2022
Q1 		$4K Hold
200
– – ﹤0.01% 2276
2021
Q4 		$4K Hold
200
– – ﹤0.01% 2621
2021
Q3 		$4K Hold
200
– – ﹤0.01% 2333
2021
Q2 		$5K Hold
200
– – ﹤0.01% 2304
2021
Q1 		$5K Buy
+200
New +$4.76K ﹤0.01% 2622

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Spire Wealth Management's EPAC Position: Q4 2022 in Review

Spire Wealth Management sold out of Enerpac Tool Group (EPAC) in Q4 2022, closing a stake of 200 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in EPAC in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q2 2021. 194 funds tracked by Wall St. Rank hold EPAC as of Q4 2022.

  • Spire Wealth Management reported no remaining Enerpac Tool Group position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 200 Enerpac Tool Group shares in Q4 2022, an estimated $4K.
  • Spire Wealth Management first reported a position in Enerpac Tool Group in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Enerpac Tool Group position peaked at $5K in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.