AWM
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Avior Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Avior Wealth Management’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$243 – 2693
2024
Q1 		$243 Buy
+6
New +$246 ﹤0.01% 2795

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EARNEST Partners
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State Street
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Macquarie Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avior Wealth Management's EFSC Position: Q2 2024 in Review

Avior Wealth Management sold out of Enterprise Financial Services Corp (EFSC) in Q2 2024, closing a stake of 6 shares — an estimated $243 sold.

Avior Wealth Management first reported a position in EFSC in Q1 2024 and held it in 1 quarter. The position peaked at $243 in Q1 2024. 205 funds tracked by Wall St. Rank hold EFSC as of Q2 2024.

  • Avior Wealth Management reported no remaining Enterprise Financial Services Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Enterprise Financial Services Corp shares in Q2 2024, an estimated $243.
  • Avior Wealth Management first reported a position in Enterprise Financial Services Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Enterprise Financial Services Corp position peaked at $243 in Q1 2024.
  • 205 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.