BDO Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$249K	Hold	6,378	–	–	0.03%	233
2023 Q1	$284K	Hold	6,378	–	–	0.03%	211
2022 Q4	$312K	Hold	6,378	–	–	0.04%	218
2022 Q3	$281K	Hold	6,378	–	–	0.04%	217
2022 Q2	$265K	Hold	6,378	–	–	0.03%	224
2022 Q1	$302K	Hold	6,378	–	–	0.03%	218
2021 Q4	$300K	Hold	6,378	–	–	0.03%	232
2021 Q3	$289K	Hold	6,378	–	–	0.03%	238
2021 Q2	$296K	Hold	6,378	–	–	0.03%	240
2021 Q1	$315K	Hold	6,378	–	–	0.04%	227
2020 Q4	$223K	Hold	6,378	–	–	0.03%	222
2020 Q3	$174K	Hold	6,378	–	–	0.03%	232
2020 Q2	$198K	Buy	6,378 +765	+14%	+$22.2K	0.03%	218
2020 Q1	$157K	Hold	5,613	–	–	0.03%	223
2019 Q4	$271K	Hold	5,613	–	–	0.07%	166
2019 Q3	$229K	Hold	5,613	–	–	0.06%	182
2019 Q2	$234K	Buy	5,613 +875	+18%	+$36.6K	0.06%	176
2019 Q1	$193K	Hold	4,738	–	–	0.06%	172
2018 Q4	$178K	Hold	4,738	–	–	0.06%	161
2018 Q3	$251K	Hold	4,738	–	–	0.08%	136
2018 Q2	$256K	Buy	+4,738	New	+$248K	0.09%	134

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's EFSC Position: Q2 2023 in Review

BDO Wealth Advisors held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2023 at 6,378 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #233.

BDO Wealth Advisors first reported a position in EFSC in Q2 2018 and has held it in 21 quarters since. The position peaked at $315K in Q1 2021. 198 funds tracked by Wall St. Rank hold EFSC as of Q2 2023.

BDO Wealth Advisors held 6,378 shares of Enterprise Financial Services Corp worth $249K as of Q2 2023.
BDO Wealth Advisors left its Enterprise Financial Services Corp share count unchanged in Q2 2023.
Enterprise Financial Services Corp made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #233 holding.
BDO Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Enterprise Financial Services Corp position peaked at $315K in Q1 2021.
198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.