AWM
EBTC

Apollon Wealth Management’s Enterprise Bancorp EBTC Stock Holding History

Apollon Wealth Management’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-562
Closed -$13K – 300
2020
Q2 		$13K Buy
+562
New +$13K 0.01% 452

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BFC
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCP
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Apollon Wealth Management's EBTC Position: Q3 2020 in Review

Apollon Wealth Management sold out of Enterprise Bancorp (EBTC) in Q3 2020, closing a stake of 562 shares — an estimated $13K sold.

Apollon Wealth Management first reported a position in EBTC in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 50 funds tracked by Wall St. Rank hold EBTC as of Q3 2020.

  • Apollon Wealth Management reported no remaining Enterprise Bancorp position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 562 Enterprise Bancorp shares in Q3 2020, an estimated $13K.
  • Apollon Wealth Management first reported a position in Enterprise Bancorp in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's Enterprise Bancorp position peaked at $13K in Q2 2020.
  • 50 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.