CA
ESQ icon

Cetera Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Cetera 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
Q1 		$420K Buy
+8,852
New +$433K ﹤0.01% 1719

Other funds holding ESQ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors's ESQ Position: Q1 2024 in Review

Cetera Advisors opened a new position in Esquire Financial Holdings (ESQ) in Q1 2024: 8,852 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings.

94 funds tracked by Wall St. Rank hold ESQ as of Q1 2024.

  • Cetera Advisors held 8,852 shares of Esquire Financial Holdings worth $420K as of Q1 2024.
  • Esquire Financial Holdings was a new Cetera Advisors position in Q1 2024.
  • Esquire Financial Holdings made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1719 holding.
  • 94 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2024.

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