SeaCrest Wealth Management’s EnerSys ENS Stock Holding History

SeaCrest Wealth Management’s Portfolio ENS Stock Details ENS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,300	Closed	-$222K	–	623
2023 Q4	$222K	Hold	2,300	–	–	0.03%	549
2023 Q3	$218K	Hold	2,300	–	–	0.03%	539
2023 Q2	$250K	Buy	+2,300	New	+$210K	0.03%	517
2022 Q3	–	Sell	-2,300	Closed	-$136K	–	873
2022 Q2	$136K	Buy	+2,300	New	+$152K	0.02%	745
2021 Q3	–	Sell	-2,337	Closed	-$228K	–	694
2021 Q2	$228K	Hold	2,337	–	–	0.03%	597
2021 Q1	$212K	Buy	+2,337	New	+$214K	0.03%	592
2020 Q1	–	Sell	-4,453	Closed	-$333K	–	523
2019 Q4	$333K	Sell	4,453 -187	-4%	-$13K	0.06%	375
2019 Q3	$306K	Buy	4,640 +116	+3%	+$7.29K	0.06%	387
2019 Q2	$310K	Sell	4,524 -2,545	-36%	-$166K	0.06%	371
2019 Q1	$461K	Buy	7,069 +250	+4%	+$18.9K	0.08%	248
2018 Q4	$529K	Sell	6,819 -1,910	-22%	-$155K	0.11%	194
2018 Q3	$761K	Hold	8,729	–	–	0.13%	160
2018 Q2	$652K	Hold	8,729	–	–	0.12%	184
2018 Q1	$606K	Buy	8,729 +150	+2%	+$10.7K	0.11%	193
2017 Q4	$597K	Buy	+8,579	New	+$588K	0.11%	198

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SeaCrest Wealth Management's ENS Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of EnerSys (ENS) in Q1 2024, closing a stake of 2,300 shares — an estimated $222K sold.

SeaCrest Wealth Management first reported a position in ENS in Q4 2017 and held it in 15 quarters. The position peaked at $761K in Q3 2018. 372 funds tracked by Wall St. Rank hold ENS as of Q1 2024.

SeaCrest Wealth Management reported no remaining EnerSys position as of Q1 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 2,300 EnerSys shares in Q1 2024, an estimated $222K.
SeaCrest Wealth Management first reported a position in EnerSys in Q4 2017 and held it in 15 quarters.
SeaCrest Wealth Management's EnerSys position peaked at $761K in Q3 2018.
372 funds tracked by Wall St. Rank held EnerSys as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.