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Bernardo Wealth Planning’s Eagle Bancorp EGBN Stock Holding History

Bernardo Wealth Planning’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,095
Closed -$217K – 77
2021
Q1 		$217K Buy
+4,095
New +$199K 0.14% 71

Other funds holding EGBN

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bernardo Wealth Planning's EGBN Position: Q2 2021 in Review

Bernardo Wealth Planning sold out of Eagle Bancorp (EGBN) in Q2 2021, closing a stake of 4,095 shares — an estimated $217K sold.

Bernardo Wealth Planning first reported a position in EGBN in Q1 2021 and held it in 1 quarter. The position peaked at $217K in Q1 2021. 184 funds tracked by Wall St. Rank hold EGBN as of Q2 2021.

  • Bernardo Wealth Planning reported no remaining Eagle Bancorp position as of Q2 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,095 Eagle Bancorp shares in Q2 2021, an estimated $217K.
  • Bernardo Wealth Planning first reported a position in Eagle Bancorp in Q1 2021 and held it in 1 quarter.
  • Bernardo Wealth Planning's Eagle Bancorp position peaked at $217K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Eagle Bancorp as of Q2 2021.

Based on Bernardo Wealth Planning's 13F filing for Q2 2021, filed 30 Jul 2021.