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Beaird Harris Wealth Management’s Essent Group ESNT Stock Holding History

Beaird Harris Wealth Management’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
2024
Q2 		– Sell
-10
Closed -$596 – 736
2024
Q1 		$596 Hold
10
– – ﹤0.01% 581
2023
Q4 		$528 Buy
+10
New +$489 ﹤0.01% 563

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Beaird Harris Wealth Management's ESNT Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Essent Group (ESNT) in Q2 2024, closing a stake of 10 shares — an estimated $596 sold.

Beaird Harris Wealth Management first reported a position in ESNT in Q4 2023 and held it in 2 quarters. The position peaked at $596 in Q1 2024. 287 funds tracked by Wall St. Rank hold ESNT as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Essent Group position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 10 Essent Group shares in Q2 2024, an estimated $596.
  • Beaird Harris Wealth Management first reported a position in Essent Group in Q4 2023 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Essent Group position peaked at $596 in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Essent Group as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.