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Private Wealth Management Group’s Ennis EBF Stock Holding History

Private Wealth Management Group’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
2024
Q1 		– Sell
-60
Closed -$1.31K – 1524
2023
Q4 		$1.31K Buy
+60
New +$1.29K ﹤0.01% 1167

Other funds holding EBF

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's EBF Position: Q1 2024 in Review

Private Wealth Management Group sold out of Ennis (EBF) in Q1 2024, closing a stake of 60 shares — an estimated $1.31K sold.

Private Wealth Management Group first reported a position in EBF in Q4 2023 and held it in 1 quarter. The position peaked at $1.31K in Q4 2023. 156 funds tracked by Wall St. Rank hold EBF as of Q1 2024.

  • Private Wealth Management Group reported no remaining Ennis position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 60 Ennis shares in Q1 2024, an estimated $1.31K.
  • Private Wealth Management Group first reported a position in Ennis in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Ennis position peaked at $1.31K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Ennis as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.