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Arkadios Wealth Advisors’s Ennis EBF Stock Holding History

Arkadios Wealth Advisors’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,018
Closed -$19K – 888
2021
Q3 		$19K Buy
1,018
+13
+1% +$255 ﹤0.01% 1229
2021
Q2 		$21K Buy
1,005
+11
+1% +$232 ﹤0.01% 1259
2021
Q1 		$21K Buy
+994
New +$19.7K ﹤0.01% 951

Other funds holding EBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Arkadios Wealth Advisors's EBF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Ennis (EBF) in Q4 2021, closing a stake of 1,018 shares — an estimated $19K sold.

Arkadios Wealth Advisors first reported a position in EBF in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2021. 124 funds tracked by Wall St. Rank hold EBF as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Ennis position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,018 Ennis shares in Q4 2021, an estimated $19K.
  • Arkadios Wealth Advisors first reported a position in Ennis in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Ennis position peaked at $21K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Ennis as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.