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Private Wealth Management Group’s Eagle Bancorp EGBN Stock Holding History

Private Wealth Management Group’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18
Closed -$423 – 1538
2024
Q1 		$423 Hold
18
– – ﹤0.01% 1470
2023
Q4 		$543 Buy
+18
New +$425 ﹤0.01% 1445

Other funds holding EGBN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Private Wealth Management Group's EGBN Position: Q2 2024 in Review

Private Wealth Management Group sold out of Eagle Bancorp (EGBN) in Q2 2024, closing a stake of 18 shares — an estimated $423 sold.

Private Wealth Management Group first reported a position in EGBN in Q4 2023 and held it in 2 quarters. The position peaked at $543 in Q4 2023. 171 funds tracked by Wall St. Rank hold EGBN as of Q2 2024.

  • Private Wealth Management Group reported no remaining Eagle Bancorp position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 18 Eagle Bancorp shares in Q2 2024, an estimated $423.
  • Private Wealth Management Group first reported a position in Eagle Bancorp in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Eagle Bancorp position peaked at $543 in Q4 2023.
  • 171 funds tracked by Wall St. Rank held Eagle Bancorp as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.