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Halpern Financial’s Enterprise Financial Services Corp EFSC Stock Holding History

Halpern Financial’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
Q3 		– Sell
-19
Closed -$789 – 243
2022
Q2 		$789 Buy
+19
New +$846 ﹤0.01% 292

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $255M AUM 78.73% 1-Year Est. Return

Halpern Financial's EFSC Position: Q3 2022 in Review

Halpern Financial sold out of Enterprise Financial Services Corp (EFSC) in Q3 2022, closing a stake of 19 shares — an estimated $789 sold.

Halpern Financial first reported a position in EFSC in Q2 2022 and held it in 1 quarter. The position peaked at $789 in Q2 2022. 188 funds tracked by Wall St. Rank hold EFSC as of Q3 2022.

  • Halpern Financial reported no remaining Enterprise Financial Services Corp position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 19 Enterprise Financial Services Corp shares in Q3 2022, an estimated $789.
  • Halpern Financial first reported a position in Enterprise Financial Services Corp in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Enterprise Financial Services Corp position peaked at $789 in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.