Question 1

How many shares of FRG does EP Wealth Advisors, LLC own?

Accepted Answer

EP Wealth Advisors, LLC previously held 0 shares of FRG (FRANCHISE GROUP INC) before exiting the position in 2023-Q3.

Question 2

What is EP Wealth Advisors, LLC's FRG position worth?

Accepted Answer

EP Wealth Advisors, LLC's FRG position was last reported at $0 in 2023-Q3 before the exit.

Question 3

Is EP Wealth Advisors, LLC buying or selling FRG?

Accepted Answer

In 2023-Q3, EP Wealth Advisors, LLC exited their FRG position entirely (-100.0% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy FRG?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in FRG in 2022-Q3. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q3 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2023-Q2	Increased	34,219	+28.8%	$397,380	0.0%	—	30
2023-Q1	Increased	26,577	+3.3%	$662,045	0.0%	—	25
2022-Q4	Increased	25,725	+1.5%	$612,770	0.0%	—	25
2022-Q3	New	25,350	-	$616,000	0.0%	—	34

FRG5 quarters

FRG
5 quarters