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BDO Wealth Advisors’s Essent Group ESNT Stock Holding History

BDO Wealth Advisors’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-279
Closed -$10K – 1034
2022
Q3 		$10K Buy
+279
New +$11.2K ﹤0.01% 705
2020
Q1 		– Sell
-66
Closed -$3K – 764
2019
Q4 		$3K Hold
66
– – ﹤0.01% 541
2019
Q3 		$3K Hold
66
– – ﹤0.01% 572
2019
Q2 		$3K Buy
+66
New +$3.11K ﹤0.01% 559

Other funds holding ESNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's ESNT Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Essent Group (ESNT) in Q4 2022, closing a stake of 279 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in ESNT in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q3 2022. 240 funds tracked by Wall St. Rank hold ESNT as of Q4 2022.

  • BDO Wealth Advisors reported no remaining Essent Group position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 279 Essent Group shares in Q4 2022, an estimated $10K.
  • BDO Wealth Advisors first reported a position in Essent Group in Q2 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's Essent Group position peaked at $10K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held Essent Group as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.