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Patriot Financial Group Insurance Agency’s Ennis EBF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$2K – 825
2022
Q2 		$2K Hold
100
– – ﹤0.01% 1739
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1836
2021
Q4 		$2K Hold
100
– – ﹤0.01% 1927
2021
Q3 		$2K Hold
100
– – ﹤0.01% 1927
2021
Q2 		$2K Hold
100
– – ﹤0.01% 1860
2021
Q1 		$2K Hold
100
– – ﹤0.01% 1763
2020
Q4 		$2K Hold
100
– – ﹤0.01% 1624
2020
Q3 		$2K Hold
100
– – ﹤0.01% 1441
2020
Q2 		$2K Buy
+100
New +$1.76K ﹤0.01% 1378

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Vanguard Group
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Allspring Global Investments
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RA
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EBF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Ennis (EBF) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in EBF in Q2 2020 and held it in 9 quarters. The position peaked at $2K in Q2 2022. 136 funds tracked by Wall St. Rank hold EBF as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Ennis position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Ennis shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Ennis in Q2 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Ennis position peaked at $2K in Q2 2022.
  • 136 funds tracked by Wall St. Rank held Ennis as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.