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CM Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

CM Wealth Advisors’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
2023
Q2 		– Sell
-13,539
Closed -$573K – 244
2023
Q1 		$573K Buy
+13,539
New +$692K 0.11% 232

Other funds holding EFSC

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CM Wealth Advisors's EFSC Position: Q2 2023 in Review

CM Wealth Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q2 2023, closing a stake of 13,539 shares — an estimated $573K sold.

CM Wealth Advisors first reported a position in EFSC in Q1 2023 and held it in 1 quarter. The position peaked at $573K in Q1 2023. 198 funds tracked by Wall St. Rank hold EFSC as of Q2 2023.

  • CM Wealth Advisors reported no remaining Enterprise Financial Services Corp position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 13,539 Enterprise Financial Services Corp shares in Q2 2023, an estimated $573K.
  • CM Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Enterprise Financial Services Corp position peaked at $573K in Q1 2023.
  • 198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.