CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Esquire Financial Holdings ESQ Stock Holding History

CAPTRUST Financial 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
2021
Q2 		– Sell
-25
Closed -$1K – 4553
2021
Q1 		$1K Buy
+25
New +$575 ﹤0.01% 4184

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PRCP
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Vanguard Group
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GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

CAPTRUST Financial Advisors's ESQ Position: Q2 2021 in Review

CAPTRUST Financial Advisors sold out of Esquire Financial Holdings (ESQ) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in ESQ in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 46 funds tracked by Wall St. Rank hold ESQ as of Q2 2021.

  • CAPTRUST Financial Advisors reported no remaining Esquire Financial Holdings position as of Q2 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 25 Esquire Financial Holdings shares in Q2 2021, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Esquire Financial Holdings in Q1 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Esquire Financial Holdings position peaked at $1K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.