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Bison Wealth’s Escalade ESCA Stock Holding History

Bison Wealth’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,971
Closed -$16K – 379
2021
Q4 		$16K Hold
15,971
– – 0.01% 294
2021
Q3 		$16K Hold
15,971
– – 0.01% 386
2021
Q2 		$16K Hold
15,971
– – 0.01% 378
2021
Q1 		$16K Buy
+15,971
New +$345K 0.01% 381

Other funds holding ESCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return

Bison Wealth's ESCA Position: Q1 2022 in Review

Bison Wealth sold out of Escalade (ESCA) in Q1 2022, closing a stake of 15,971 shares — an estimated $16K sold.

Bison Wealth first reported a position in ESCA in Q1 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 55 funds tracked by Wall St. Rank hold ESCA as of Q1 2022.

  • Bison Wealth reported no remaining Escalade position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 15,971 Escalade shares in Q1 2022, an estimated $16K.
  • Bison Wealth first reported a position in Escalade in Q1 2021 and held it in 4 quarters.
  • Bison Wealth's Escalade position peaked at $16K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Escalade as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.