Commonwealth Equity Services
EFSC icon

Commonwealth Equity Services’s Enterprise Financial Services Corp EFSC Stock Holding History

Commonwealth Equity Services’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
2022
Q2 		– Sell
-11,179
Closed -$528K – 3706
2022
Q1 		$528K Buy
+11,179
New +$548K ﹤0.01% 2476

Other funds holding EFSC

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EARNEST Partners
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

Commonwealth Equity Services's EFSC Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Enterprise Financial Services Corp (EFSC) in Q2 2022, closing a stake of 11,179 shares — an estimated $528K sold.

Commonwealth Equity Services first reported a position in EFSC in Q1 2022 and held it in 1 quarter. The position peaked at $528K in Q1 2022. 183 funds tracked by Wall St. Rank hold EFSC as of Q2 2022.

  • Commonwealth Equity Services reported no remaining Enterprise Financial Services Corp position as of Q2 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,179 Enterprise Financial Services Corp shares in Q2 2022, an estimated $528K.
  • Commonwealth Equity Services first reported a position in Enterprise Financial Services Corp in Q1 2022 and held it in 1 quarter.
  • Commonwealth Equity Services's Enterprise Financial Services Corp position peaked at $528K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.