Avion Wealth’s Ennis EBF Stock Holding History

Avion Wealth’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
2024 Q1	–	Sell	-23	Closed	-$1K	–	1172
2023 Q4	$1K	Buy	+23	New	+$496	﹤0.01%	760

Other funds holding EBF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's EBF Position: Q1 2024 in Review

Avion Wealth sold out of Ennis (EBF) in Q1 2024, closing a stake of 23 shares — an estimated $1K sold.

Avion Wealth first reported a position in EBF in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 156 funds tracked by Wall St. Rank hold EBF as of Q1 2024.

Avion Wealth reported no remaining Ennis position as of Q1 2024 after selling out during the quarter.
Avion Wealth sold 23 Ennis shares in Q1 2024, an estimated $1K.
Avion Wealth first reported a position in Ennis in Q4 2023 and held it in 1 quarter.
Avion Wealth's Ennis position peaked at $1K in Q4 2023.
156 funds tracked by Wall St. Rank held Ennis as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.