IA
EFSC icon

IndexIQ Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

IndexIQ Advisors’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
Q1 		$398K Sell
8,403
-139
-2% -$6.82K 0.01% 725
2021
Q4 		$402K Sell
8,542
-552
-6% -$26.3K 0.01% 776
2021
Q3 		$412K Buy
9,094
+911
+11% +$40.8K 0.01% 785
2021
Q2 		$380K Buy
8,183
+156
+2% +$7.64K 0.01% 806
2021
Q1 		$397K Buy
8,027
+523
+7% +$22K 0.01% 789
2020
Q4 		$262K Buy
7,504
+774
+12% +$25.3K 0.01% 767
2020
Q3 		$184K Buy
6,730
+367
+6% +$10.9K 0.01% 709
2020
Q2 		$198K Sell
6,363
-543
-8% -$15.8K 0.01% 581
2020
Q1 		$193K Buy
+6,906
New +$278K 0.01% 363
2018
Q1 		– Sell
-33,221
Closed -$1.5M – 590
2017
Q4 		$1.5M Buy
33,221
+12,781
+63% +$559K 0.06% 260
2017
Q3 		$866K Buy
20,440
+9,288
+83% +$368K 0.04% 318
2017
Q2 		$455K Buy
+11,152
New +$464K 0.02% 357

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

IndexIQ Advisors's EFSC Position: Q1 2022 in Review

IndexIQ Advisors reduced its Enterprise Financial Services Corp (EFSC) stake by 1.6% in Q1 2022, selling an estimated $6.82K and leaving 8,403 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #725.

IndexIQ Advisors first reported a position in EFSC in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2017. 195 funds tracked by Wall St. Rank hold EFSC as of Q1 2022.

  • IndexIQ Advisors held 8,403 shares of Enterprise Financial Services Corp worth $398K as of Q1 2022.
  • IndexIQ Advisors sold 139 Enterprise Financial Services Corp shares in Q1 2022, an estimated $6.82K.
  • Enterprise Financial Services Corp made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #725 holding.
  • IndexIQ Advisors first reported a position in Enterprise Financial Services Corp in Q2 2017 and has held it in 12 quarters since.
  • IndexIQ Advisors's Enterprise Financial Services Corp position peaked at $1.5M in Q4 2017.
  • 195 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.