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Personal CFO Solutions’s Element Solutions ESI Stock Holding History

Personal CFO Solutions’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,029
Closed -$325K – 553
2023
Q4 		$325K Sell
14,029
-2,882
-17% -$58.2K 0.06% 354
2023
Q3 		$332K Sell
16,911
-623
-4% -$12.4K 0.07% 297
2023
Q2 		$337K Buy
17,534
+144
+0.8% +$2.65K 0.07% 303
2023
Q1 		$336K Buy
17,390
+187
+1% +$3.69K 0.07% 277
2022
Q4 		$313K Buy
17,203
+821
+5% +$14.8K 0.07% 282
2022
Q3 		$267K Buy
16,382
+2,171
+15% +$40.5K 0.07% 278
2022
Q2 		$253K Buy
+14,211
New +$288K 0.06% 314

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal CFO Solutions's ESI Position: Q1 2024 in Review

Personal CFO Solutions sold out of Element Solutions (ESI) in Q1 2024, closing a stake of 14,029 shares — an estimated $325K sold.

Personal CFO Solutions first reported a position in ESI in Q2 2022 and held it in 7 quarters. The position peaked at $337K in Q2 2023. 299 funds tracked by Wall St. Rank hold ESI as of Q1 2024.

  • Personal CFO Solutions reported no remaining Element Solutions position as of Q1 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 14,029 Element Solutions shares in Q1 2024, an estimated $325K.
  • Personal CFO Solutions first reported a position in Element Solutions in Q2 2022 and held it in 7 quarters.
  • Personal CFO Solutions's Element Solutions position peaked at $337K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held Element Solutions as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.