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Hennion & Walsh Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Hennion & Walsh Asset Management’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
2023
Q1 		– Sell
-4,132
Closed -$202K – 783
2022
Q4 		$202K Buy
+4,132
New +$205K 0.01% 729

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Dimensional Fund Advisors
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Thrivent Financial for Lutherans
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State Street
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Jennison Associates
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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

Hennion & Walsh Asset Management's EFSC Position: Q1 2023 in Review

Hennion & Walsh Asset Management sold out of Enterprise Financial Services Corp (EFSC) in Q1 2023, closing a stake of 4,132 shares — an estimated $202K sold.

Hennion & Walsh Asset Management first reported a position in EFSC in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 222 funds tracked by Wall St. Rank hold EFSC as of Q1 2023.

  • Hennion & Walsh Asset Management reported no remaining Enterprise Financial Services Corp position as of Q1 2023 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 4,132 Enterprise Financial Services Corp shares in Q1 2023, an estimated $202K.
  • Hennion & Walsh Asset Management first reported a position in Enterprise Financial Services Corp in Q4 2022 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's Enterprise Financial Services Corp position peaked at $202K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.