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Wealthcare Advisory Partners’s Enerpac Tool Group EPAC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-612
Closed -$16K – 920
2021
Q1 		$16K Buy
+612
New +$14.6K ﹤0.01% 1285

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CCP
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wealthcare Advisory Partners's EPAC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Enerpac Tool Group (EPAC) in Q2 2021, closing a stake of 612 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in EPAC in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 143 funds tracked by Wall St. Rank hold EPAC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Enerpac Tool Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 612 Enerpac Tool Group shares in Q2 2021, an estimated $16K.
  • Wealthcare Advisory Partners first reported a position in Enerpac Tool Group in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Enerpac Tool Group position peaked at $16K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.