RA
EBTC

Rise Advisors’s Enterprise Bancorp EBTC Stock Holding History

Rise Advisors’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-203
Closed -$6.47K – 1146
2024
Q3 		$6.47K Buy
203
+2
+1% +$57 ﹤0.01% 1063
2024
Q2 		$5K Buy
+201
New +$4.92K ﹤0.01% 1078

Other funds holding EBTC

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Rise Advisors's EBTC Position: Q4 2024 in Review

Rise Advisors sold out of Enterprise Bancorp (EBTC) in Q4 2024, closing a stake of 203 shares — an estimated $6.47K sold.

Rise Advisors first reported a position in EBTC in Q2 2024 and held it in 2 quarters. The position peaked at $6.47K in Q3 2024. 92 funds tracked by Wall St. Rank hold EBTC as of Q4 2024.

  • Rise Advisors reported no remaining Enterprise Bancorp position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 203 Enterprise Bancorp shares in Q4 2024, an estimated $6.47K.
  • Rise Advisors first reported a position in Enterprise Bancorp in Q2 2024 and held it in 2 quarters.
  • Rise Advisors's Enterprise Bancorp position peaked at $6.47K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.