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WR Wealth Planners’s Edgewell Personal Care EPC Stock Holding History

WR Wealth Planners’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
-44
Closed -$1.69K – 1171
2024
Q1 		$1.69K Buy
+44
New +$1.66K ﹤0.01% 897
2023
Q4 		– Sell
-43
Closed -$1.6K – 396
2023
Q3 		$1.6K Hold
43
– – ﹤0.01% 799
2023
Q2 		$1.78K Sell
43
-272
-86% -$11.6K ﹤0.01% 785
2023
Q1 		$13.4K Buy
315
+272
+633% +$11.4K 0.01% 487
2022
Q4 		$1.65K Hold
43
– – ﹤0.01% 402
2022
Q3 		$1.59K Buy
43
+1
+2% +$39 ﹤0.01% 400
2022
Q2 		$1.47K Hold
42
– – ﹤0.01% 436
2022
Q1 		$1.55K Buy
+42
New +$1.71K ﹤0.01% 442

Other funds holding EPC

BlackRock
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

WR Wealth Planners's EPC Position: Q2 2024 in Review

WR Wealth Planners sold out of Edgewell Personal Care (EPC) in Q2 2024, closing a stake of 44 shares — an estimated $1.69K sold.

WR Wealth Planners first reported a position in EPC in Q1 2022 and held it in 8 quarters. The position peaked at $13.4K in Q1 2023. 257 funds tracked by Wall St. Rank hold EPC as of Q2 2024.

  • WR Wealth Planners reported no remaining Edgewell Personal Care position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 44 Edgewell Personal Care shares in Q2 2024, an estimated $1.69K.
  • WR Wealth Planners first reported a position in Edgewell Personal Care in Q1 2022 and held it in 8 quarters.
  • WR Wealth Planners's Edgewell Personal Care position peaked at $13.4K in Q1 2023.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.