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Bruce G. Allen Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

Bruce G. Allen Investments’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-73
Closed -$3.26K – 987
2023
Q4 		$3.26K Buy
+73
New +$2.85K ﹤0.01% 660

Other funds holding EFSC

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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bruce G. Allen Investments's EFSC Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of Enterprise Financial Services Corp (EFSC) in Q1 2024, closing a stake of 73 shares — an estimated $3.26K sold.

Bruce G. Allen Investments first reported a position in EFSC in Q4 2023 and held it in 1 quarter. The position peaked at $3.26K in Q4 2023. 214 funds tracked by Wall St. Rank hold EFSC as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining Enterprise Financial Services Corp position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 73 Enterprise Financial Services Corp shares in Q1 2024, an estimated $3.26K.
  • Bruce G. Allen Investments first reported a position in Enterprise Financial Services Corp in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's Enterprise Financial Services Corp position peaked at $3.26K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.