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Reston Wealth Management’s ESCO Technologies ESE Stock Holding History

Reston Wealth Management’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
2024
Q4 		– Sell
-28
Closed -$3.61K – 180
2024
Q3 		$3.61K Buy
+28
New +$3.3K ﹤0.01% 328

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Reston Wealth Management's ESE Position: Q4 2024 in Review

Reston Wealth Management sold out of ESCO Technologies (ESE) in Q4 2024, closing a stake of 28 shares — an estimated $3.61K sold.

Reston Wealth Management first reported a position in ESE in Q3 2024 and held it in 1 quarter. The position peaked at $3.61K in Q3 2024. 284 funds tracked by Wall St. Rank hold ESE as of Q4 2024.

  • Reston Wealth Management reported no remaining ESCO Technologies position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 28 ESCO Technologies shares in Q4 2024, an estimated $3.61K.
  • Reston Wealth Management first reported a position in ESCO Technologies in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's ESCO Technologies position peaked at $3.61K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.