Buckingham Strategic Wealth’s Enterprise Financial Services Corp EFSC Stock Holding History

Buckingham Strategic Wealth’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 Q2	–	Sell	-4,993	Closed	-$203K	–	818
2024 Q1	$203K	Sell	4,993 -2,410	-33%	-$98.7K	﹤0.01%	708
2023 Q4	$331K	Sell	7,403 -500	-6%	-$19.5K	﹤0.01%	544
2023 Q3	$296K	Hold	7,903	–	–	﹤0.01%	527
2023 Q2	$309K	Buy	7,903 +266	+3%	+$11K	﹤0.01%	531
2023 Q1	$374K	Hold	7,637	–	–	0.01%	444
2022 Q4	$374K	Sell	7,637 -7,329	-49%	-$364K	0.01%	446
2022 Q3	$659K	Hold	14,966	–	–	0.01%	311
2022 Q2	$621K	Hold	14,966	–	–	0.01%	325
2022 Q1	$708K	Buy	14,966 +570	+4%	+$28K	0.01%	303
2021 Q4	$678K	Buy	+14,396	New	+$687K	0.01%	309

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Buckingham Strategic Wealth's EFSC Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Enterprise Financial Services Corp (EFSC) in Q2 2024, closing a stake of 4,993 shares — an estimated $203K sold.

Buckingham Strategic Wealth first reported a position in EFSC in Q4 2021 and held it in 10 quarters. The position peaked at $708K in Q1 2022. 205 funds tracked by Wall St. Rank hold EFSC as of Q2 2024.

Buckingham Strategic Wealth reported no remaining Enterprise Financial Services Corp position as of Q2 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,993 Enterprise Financial Services Corp shares in Q2 2024, an estimated $203K.
Buckingham Strategic Wealth first reported a position in Enterprise Financial Services Corp in Q4 2021 and held it in 10 quarters.
Buckingham Strategic Wealth's Enterprise Financial Services Corp position peaked at $708K in Q1 2022.
205 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.