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Highline Wealth Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Highline Wealth Partners’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
-825
Closed -$40.4K – 342
2022
Q4 		$40.4K Buy
+825
New +$41K 0.03% 111

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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
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PCA
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Highline Wealth Partners's EFSC Position: Q1 2023 in Review

Highline Wealth Partners sold out of Enterprise Financial Services Corp (EFSC) in Q1 2023, closing a stake of 825 shares — an estimated $40.4K sold.

Highline Wealth Partners first reported a position in EFSC in Q4 2022 and held it in 1 quarter. The position peaked at $40.4K in Q4 2022. 222 funds tracked by Wall St. Rank hold EFSC as of Q1 2023.

  • Highline Wealth Partners reported no remaining Enterprise Financial Services Corp position as of Q1 2023 after selling out during the quarter.
  • Highline Wealth Partners sold 825 Enterprise Financial Services Corp shares in Q1 2023, an estimated $40.4K.
  • Highline Wealth Partners first reported a position in Enterprise Financial Services Corp in Q4 2022 and held it in 1 quarter.
  • Highline Wealth Partners's Enterprise Financial Services Corp position peaked at $40.4K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2023.

Based on Highline Wealth Partners's 13F filing for Q1 2023, filed 29 Oct 2024.