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CLA (CliftonLarsonAllen) Wealth Advisors’s The Ensign Group ENSG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio ENSG Stock Details ENSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,533
Closed -$220K – 303
2021
Q2 		$220K Buy
+2,533
New +$219K 0.01% 294

Other funds holding ENSG

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ENSG Position: Q3 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of The Ensign Group (ENSG) in Q3 2021, closing a stake of 2,533 shares — an estimated $220K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ENSG in Q2 2021 and held it in 1 quarter. The position peaked at $220K in Q2 2021. 280 funds tracked by Wall St. Rank hold ENSG as of Q3 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining The Ensign Group position as of Q3 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,533 The Ensign Group shares in Q3 2021, an estimated $220K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in The Ensign Group in Q2 2021 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's The Ensign Group position peaked at $220K in Q2 2021.
  • 280 funds tracked by Wall St. Rank held The Ensign Group as of Q3 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.