EWP
STEL

Engrave Wealth Partners’s Stellar Bancorp STEL Stock Holding History

Engrave Wealth Partners’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$384K Hold
13,793
– – 0.11% 53
2023
Q3 		$294K Hold
13,793
– – 0.09% 53
2023
Q2 		$316K Hold
13,793
– – 0.1% 49
2023
Q1 		$296K Hold
13,793
– – 0.1% 55
2022
Q4 		$402K Buy
+13,793
New +$427K 0.14% 48

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Engrave Wealth Partners's STEL Position: Q4 2023 in Review

Engrave Wealth Partners held its Stellar Bancorp (STEL) position steady in Q4 2023 at 13,793 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #53.

Engrave Wealth Partners first reported a position in STEL in Q4 2022 and has held it in 5 quarters since. The position peaked at $402K in Q4 2022. 159 funds tracked by Wall St. Rank hold STEL as of Q4 2023.

  • Engrave Wealth Partners held 13,793 shares of Stellar Bancorp worth $384K as of Q4 2023.
  • Engrave Wealth Partners left its Stellar Bancorp share count unchanged in Q4 2023.
  • Stellar Bancorp made up 0.11% of Engrave Wealth Partners's portfolio in Q4 2023, its #53 holding.
  • Engrave Wealth Partners first reported a position in Stellar Bancorp in Q4 2022 and has held it in 5 quarters since.
  • Engrave Wealth Partners's Stellar Bancorp position peaked at $402K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.