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Capital Performance Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Capital Performance Advisors’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-49
Closed -$3.19K – 965
2024
Q3 		$3.19K Buy
+49
New +$2.83K ﹤0.01% 1325

Other funds holding ESQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital Performance Advisors sold out of Esquire Financial Holdings (ESQ) in Q4 2024, closing a stake of 49 shares — an estimated $3.19K sold.

Capital Performance Advisors first reported a position in ESQ in Q3 2024 and held it in 1 quarter. The position peaked at $3.19K in Q3 2024. 123 funds tracked by Wall St. Rank hold ESQ as of Q4 2024.

  • Capital Performance Advisors reported no remaining Esquire Financial Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 49 Esquire Financial Holdings shares in Q4 2024, an estimated $3.19K.
  • Capital Performance Advisors first reported a position in Esquire Financial Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Esquire Financial Holdings position peaked at $3.19K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q4 2024.

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