TCI Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-377	Closed	-$9.61K	–	831
2023 Q1	$9.61K	Hold	377	–	–	﹤0.01%	1112
2022 Q4	$9.6K	Hold	377	–	–	﹤0.01%	1097
2022 Q3	$7K	Buy	+377	New	+$7.33K	﹤0.01%	1238
2020 Q1	–	Sell	-30	Closed	-$1K	–	1548
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	1325
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	1264
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	1181
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1197
2018 Q4	$1K	Buy	+30	New	+$731	﹤0.01%	1193
2015 Q3	–	Sell	-145	Closed	-$3K	–	980
2015 Q2	$3K	Hold	145	–	–	﹤0.01%	724
2015 Q1	$3K	Hold	145	–	–	﹤0.01%	657
2014 Q4	$4K	Hold	145	–	–	﹤0.01%	600
2014 Q3	$4K	Hold	145	–	–	﹤0.01%	603
2014 Q2	$5K	Hold	145	–	–	﹤0.01%	582
2014 Q1	$5K	Hold	145	–	–	﹤0.01%	544
2013 Q4	$5K	Hold	145	–	–	﹤0.01%	540
2013 Q3	$6K	Hold	145	–	–	﹤0.01%	452
2013 Q2	$5K	Buy	+145	New	+$4.64K	﹤0.01%	449

Other funds holding EPAC

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

TCI Wealth Advisors's EPAC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Enerpac Tool Group (EPAC) in Q2 2023, closing a stake of 377 shares — an estimated $9.61K sold.

TCI Wealth Advisors first reported a position in EPAC in Q2 2013 and held it in 17 quarters. The position peaked at $9.61K in Q1 2023. 182 funds tracked by Wall St. Rank hold EPAC as of Q2 2023.

TCI Wealth Advisors reported no remaining Enerpac Tool Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 377 Enerpac Tool Group shares in Q2 2023, an estimated $9.61K.
TCI Wealth Advisors first reported a position in Enerpac Tool Group in Q2 2013 and held it in 17 quarters.
TCI Wealth Advisors's Enerpac Tool Group position peaked at $9.61K in Q1 2023.
182 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.