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Burt Wealth Advisors’s Energizer ENR Stock Holding History

Burt Wealth Advisors’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-77
Closed -$3K – 170
2020
Q4 		$3K Hold
77
– – ﹤0.01% 327
2020
Q3 		$3K Hold
77
– – ﹤0.01% 329
2020
Q2 		$4K Hold
77
– – ﹤0.01% 303
2020
Q1 		$2K Buy
+77
New +$3.49K ﹤0.01% 343

Other funds holding ENR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Burt Wealth Advisors's ENR Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Energizer (ENR) in Q1 2021, closing a stake of 77 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in ENR in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 293 funds tracked by Wall St. Rank hold ENR as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Energizer position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 77 Energizer shares in Q1 2021, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Energizer in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Energizer position peaked at $4K in Q2 2020.
  • 293 funds tracked by Wall St. Rank held Energizer as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.