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TFO Wealth Partners’s Edgewell Personal Care EPC Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$116 – 269
2024
Q1 		$116 Hold
3
– – ﹤0.01% 610
2023
Q4 		$110 Hold
3
– – ﹤0.01% 781
2023
Q3 		$124 Hold
3
– – ﹤0.01% 944
2023
Q2 		$124 Hold
3
– – ﹤0.01% 621
2023
Q1 		$127 Sell
3
-21
-88% -$880 ﹤0.01% 593
2022
Q4 		$1.58K Buy
+24
New +$953 ﹤0.01% 287

Other funds holding EPC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's EPC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Edgewell Personal Care (EPC) in Q2 2024, closing a stake of 3 shares — an estimated $116 sold.

TFO Wealth Partners first reported a position in EPC in Q4 2022 and held it in 6 quarters. The position peaked at $1.58K in Q4 2022. 257 funds tracked by Wall St. Rank hold EPC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Edgewell Personal Care position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Edgewell Personal Care shares in Q2 2024, an estimated $116.
  • TFO Wealth Partners first reported a position in Edgewell Personal Care in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Edgewell Personal Care position peaked at $1.58K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.