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Regal Wealth Group’s ESCO Technologies ESE Stock Holding History

Regal Wealth Group’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,351
Closed -$147K – 114
2021
Q1 		$147K Sell
1,351
-230
-15% -$24.3K 0.09% 50
2020
Q4 		$163K Buy
1,581
+2
+0.1% +$188 0.1% 47
2020
Q3 		$127K Buy
1,579
+2
+0.1% +$173 0.1% 53
2020
Q2 		$133K Buy
1,577
+1
+0.1% +$79 0.11% 50
2020
Q1 		$120K Sell
1,576
-428
-21% -$39.1K 0.12% 46
2019
Q4 		$185K Buy
2,004
+2
+0.1% +$171 0.12% 45
2019
Q3 		$159K Buy
2,002
+2
+0.1% +$159 0.11% 44
2019
Q2 		$165K Sell
2,000
-391
-16% -$28.7K 0.11% 45
2019
Q1 		$160K Buy
2,391
+3
+0.1% +$201 0.12% 44
2018
Q4 		$157K Buy
2,388
+4
+0.2% +$260 0.14% 44
2018
Q3 		$162K Buy
2,384
+2
+0.1% +$130 0.11% 46
2018
Q2 		$137K Buy
2,382
+4
+0.2% +$230 0.15% 48
2018
Q1 		$139K Sell
2,378
-397
-14% -$24.4K 0.11% 47
2017
Q4 		$167K Buy
+2,775
New +$169K 0.12% 47

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Wealth Group's ESE Position: Q2 2021 in Review

Regal Wealth Group sold out of ESCO Technologies (ESE) in Q2 2021, closing a stake of 1,351 shares — an estimated $147K sold.

Regal Wealth Group first reported a position in ESE in Q4 2017 and held it in 14 quarters. The position peaked at $185K in Q4 2019. 183 funds tracked by Wall St. Rank hold ESE as of Q2 2021.

  • Regal Wealth Group reported no remaining ESCO Technologies position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 1,351 ESCO Technologies shares in Q2 2021, an estimated $147K.
  • Regal Wealth Group first reported a position in ESCO Technologies in Q4 2017 and held it in 14 quarters.
  • Regal Wealth Group's ESCO Technologies position peaked at $185K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.