DPW
EFSC icon

DiNuzzo Private Wealth’s Enterprise Financial Services Corp EFSC Stock Holding History

DiNuzzo Private Wealth’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 		– Sell
-1
Closed -$45 – 1377
2023
Q4 		$45 Buy
+1
New +$39 ﹤0.01% 1362

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

DiNuzzo Private Wealth's EFSC Position: Q1 2024 in Review

DiNuzzo Private Wealth sold out of Enterprise Financial Services Corp (EFSC) in Q1 2024, closing a stake of 1 share — an estimated $45 sold.

DiNuzzo Private Wealth first reported a position in EFSC in Q4 2023 and held it in 1 quarter. The position peaked at $45 in Q4 2023. 214 funds tracked by Wall St. Rank hold EFSC as of Q1 2024.

  • DiNuzzo Private Wealth reported no remaining Enterprise Financial Services Corp position as of Q1 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1 Enterprise Financial Services Corp share in Q1 2024, an estimated $45.
  • DiNuzzo Private Wealth first reported a position in Enterprise Financial Services Corp in Q4 2023 and held it in 1 quarter.
  • DiNuzzo Private Wealth's Enterprise Financial Services Corp position peaked at $45 in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2024, filed 6 May 2024.