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Altium Wealth Management’s Esquire Financial Holdings ESQ Stock Holding History

Altium Wealth Management’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-69,762
Closed -$1.18M – 343
2020
Q2 		$1.18M Hold
69,762
– – 0.13% 81
2020
Q1 		$1.05M Hold
69,762
– – 0.14% 77
2019
Q4 		$1.82M Hold
69,762
– – 0.22% 63
2019
Q3 		$1.73M Buy
+69,762
New +$1.67M 0.23% 57

Other funds holding ESQ

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's ESQ Position: Q3 2020 in Review

Altium Wealth Management sold out of Esquire Financial Holdings (ESQ) in Q3 2020, closing a stake of 69,762 shares — an estimated $1.18M sold.

Altium Wealth Management first reported a position in ESQ in Q3 2019 and held it in 4 quarters. The position peaked at $1.82M in Q4 2019. 51 funds tracked by Wall St. Rank hold ESQ as of Q3 2020.

  • Altium Wealth Management reported no remaining Esquire Financial Holdings position as of Q3 2020 after selling out during the quarter.
  • Altium Wealth Management sold 69,762 Esquire Financial Holdings shares in Q3 2020, an estimated $1.18M.
  • Altium Wealth Management first reported a position in Esquire Financial Holdings in Q3 2019 and held it in 4 quarters.
  • Altium Wealth Management's Esquire Financial Holdings position peaked at $1.82M in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2020.

Based on Altium Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.