BWA
ESGR

BDO Wealth Advisors’s Enstar Group ESGR Stock Holding History

BDO Wealth Advisors’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6
Closed -$1K – 1068
2021
Q2 		$1K Hold
6
– – ﹤0.01% 1043
2021
Q1 		$1K Buy
+6
New +$1.36K ﹤0.01% 1062

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDO Wealth Advisors's ESGR Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Enstar Group (ESGR) in Q3 2021, closing a stake of 6 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in ESGR in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 185 funds tracked by Wall St. Rank hold ESGR as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Enstar Group position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 6 Enstar Group shares in Q3 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Enstar Group in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's Enstar Group position peaked at $1K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Enstar Group as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.