U.S. Capital Wealth Advisors
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U.S. Capital Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-100
Closed -$3.85K – 905
2022
Q4 		$3.85K Buy
+100
New +$3.97K ﹤0.01% 1427

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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
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's EPC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q1 2023, closing a stake of 100 shares — an estimated $3.85K sold.

U.S. Capital Wealth Advisors first reported a position in EPC in Q4 2022 and held it in 1 quarter. The position peaked at $3.85K in Q4 2022. 227 funds tracked by Wall St. Rank hold EPC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Edgewell Personal Care position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 100 Edgewell Personal Care shares in Q1 2023, an estimated $3.85K.
  • U.S. Capital Wealth Advisors first reported a position in Edgewell Personal Care in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Edgewell Personal Care position peaked at $3.85K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.