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Better Money Decisions’s Esquire Financial Holdings ESQ Stock Holding History

Better Money Decisions’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-155
Closed -$4K – 228
2021
Q3 		$4K Hold
155
– – ﹤0.01% 545
2021
Q2 		$4K Hold
155
– – ﹤0.01% 528
2021
Q1 		$4K Buy
+155
New +$3.56K ﹤0.01% 480

Other funds holding ESQ

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Better Money Decisions's ESQ Position: Q4 2021 in Review

Better Money Decisions sold out of Esquire Financial Holdings (ESQ) in Q4 2021, closing a stake of 155 shares — an estimated $4K sold.

Better Money Decisions first reported a position in ESQ in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 47 funds tracked by Wall St. Rank hold ESQ as of Q4 2021.

  • Better Money Decisions reported no remaining Esquire Financial Holdings position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 155 Esquire Financial Holdings shares in Q4 2021, an estimated $4K.
  • Better Money Decisions first reported a position in Esquire Financial Holdings in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Esquire Financial Holdings position peaked at $4K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.