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FormulaFolio Investments’s Esquire Financial Holdings ESQ Stock Holding History

FormulaFolio Investments’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-400
Closed -$9K – 502
2021
Q1 		$9K Buy
+400
New +$9.2K ﹤0.01% 283

Other funds holding ESQ

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

FormulaFolio Investments's ESQ Position: Q2 2021 in Review

FormulaFolio Investments sold out of Esquire Financial Holdings (ESQ) in Q2 2021, closing a stake of 400 shares — an estimated $9K sold.

FormulaFolio Investments first reported a position in ESQ in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 46 funds tracked by Wall St. Rank hold ESQ as of Q2 2021.

  • FormulaFolio Investments reported no remaining Esquire Financial Holdings position as of Q2 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 400 Esquire Financial Holdings shares in Q2 2021, an estimated $9K.
  • FormulaFolio Investments first reported a position in Esquire Financial Holdings in Q1 2021 and held it in 1 quarter.
  • FormulaFolio Investments's Esquire Financial Holdings position peaked at $9K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.