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Safeguard Investment Advisory Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Safeguard Investment Advisory Group’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-320
Closed -$11K – 248
2020
Q4 		$11K Buy
+320
New +$10.5K 0.01% 390

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Safeguard Investment Advisory Group's EFSC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Enterprise Financial Services Corp (EFSC) in Q1 2021, closing a stake of 320 shares — an estimated $11K sold.

Safeguard Investment Advisory Group first reported a position in EFSC in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 169 funds tracked by Wall St. Rank hold EFSC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Enterprise Financial Services Corp position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 320 Enterprise Financial Services Corp shares in Q1 2021, an estimated $11K.
  • Safeguard Investment Advisory Group first reported a position in Enterprise Financial Services Corp in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Enterprise Financial Services Corp position peaked at $11K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.