Cetera Advisor Networks’s Enterprise Financial Services Corp EFSC Stock Holding History

Cetera Advisor Networks’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 Q1	$212K	Buy	5,233 +35	+0.7%	+$1.43K	﹤0.01%	2546
2023 Q4	$232K	Buy	+5,198	New	+$203K	﹤0.01%	2420
2023 Q3	–	Sell	-5,223	Closed	-$204K	–	2734
2023 Q2	$204K	Sell	5,223 -8	-0.2%	-$331	﹤0.01%	2345
2023 Q1	$233K	Sell	5,231 -4	-0.1%	-$205	﹤0.01%	2219
2022 Q4	$256K	Buy	5,235 +155	+3%	+$7.7K	﹤0.01%	2101
2022 Q3	$224K	Hold	5,080	–	–	﹤0.01%	1783
2022 Q2	$211K	Buy	5,080 +200	+4%	+$8.91K	﹤0.01%	1825
2022 Q1	$231K	Buy	+4,880	New	+$239K	﹤0.01%	1795
2020 Q3	–	Sell	-218	Closed	-$7K	–	1702
2020 Q2	$7K	Buy	+218	New	+$6.33K	﹤0.01%	2850

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cetera Advisor Networks's EFSC Position: Q1 2024 in Review

Cetera Advisor Networks increased its Enterprise Financial Services Corp (EFSC) stake by 0.67% in Q1 2024, buying an estimated $1.43K and bringing the position to 5,233 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Cetera Advisor Networks first reported a position in EFSC in Q2 2020 and has held it in 9 quarters since. The position peaked at $256K in Q4 2022. 214 funds tracked by Wall St. Rank hold EFSC as of Q1 2024.

Cetera Advisor Networks held 5,233 shares of Enterprise Financial Services Corp worth $212K as of Q1 2024.
Cetera Advisor Networks bought 35 Enterprise Financial Services Corp shares in Q1 2024, an estimated $1.43K.
Enterprise Financial Services Corp made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2546 holding.
Cetera Advisor Networks first reported a position in Enterprise Financial Services Corp in Q2 2020 and has held it in 9 quarters since.
Cetera Advisor Networks's Enterprise Financial Services Corp position peaked at $256K in Q4 2022.
214 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.