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FSM Wealth Advisors’s The Ensign Group ENSG Stock Holding History

FSM Wealth Advisors’s Portfolio ENSG Stock Details ENSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,606
Closed -$234K – 154
2023
Q2 		$234K Hold
2,606
– – 0.12% 139
2023
Q1 		$249K Hold
2,606
– – 0.14% 130
2022
Q4 		$247K Sell
2,606
-1,095
-30% -$99.3K 0.18% 121
2022
Q3 		$294K Hold
3,701
– – 0.24% 102
2022
Q2 		$318K Buy
+3,701
New +$295K 0.31% 79

Other funds holding ENSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FSM Wealth Advisors's ENSG Position: Q3 2023 in Review

FSM Wealth Advisors sold out of The Ensign Group (ENSG) in Q3 2023, closing a stake of 2,606 shares — an estimated $234K sold.

FSM Wealth Advisors first reported a position in ENSG in Q2 2022 and held it in 5 quarters. The position peaked at $318K in Q2 2022. 350 funds tracked by Wall St. Rank hold ENSG as of Q3 2023.

  • FSM Wealth Advisors reported no remaining The Ensign Group position as of Q3 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 2,606 The Ensign Group shares in Q3 2023, an estimated $234K.
  • FSM Wealth Advisors first reported a position in The Ensign Group in Q2 2022 and held it in 5 quarters.
  • FSM Wealth Advisors's The Ensign Group position peaked at $318K in Q2 2022.
  • 350 funds tracked by Wall St. Rank held The Ensign Group as of Q3 2023.

Based on FSM Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.