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Capital Performance Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-213
Closed -$10.9K – 904
2024
Q3 		$10.9K Buy
+213
New +$10.5K ﹤0.01% 813

Other funds holding EFSC

BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Capital Performance Advisors's EFSC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q4 2024, closing a stake of 213 shares — an estimated $10.9K sold.

Capital Performance Advisors first reported a position in EFSC in Q3 2024 and held it in 1 quarter. The position peaked at $10.9K in Q3 2024. 225 funds tracked by Wall St. Rank hold EFSC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Enterprise Financial Services Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 213 Enterprise Financial Services Corp shares in Q4 2024, an estimated $10.9K.
  • Capital Performance Advisors first reported a position in Enterprise Financial Services Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Enterprise Financial Services Corp position peaked at $10.9K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.