SFS
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Sowell Financial Services’s Enterprise Financial Services Corp EFSC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-134
Closed -$7K – 1127
2021
Q1 		$7K Buy
+134
New +$5.64K ﹤0.01% 2448

Other funds holding EFSC

EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Sowell Financial Services's EFSC Position: Q2 2021 in Review

Sowell Financial Services sold out of Enterprise Financial Services Corp (EFSC) in Q2 2021, closing a stake of 134 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in EFSC in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 162 funds tracked by Wall St. Rank hold EFSC as of Q2 2021.

  • Sowell Financial Services reported no remaining Enterprise Financial Services Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 134 Enterprise Financial Services Corp shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Enterprise Financial Services Corp in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Enterprise Financial Services Corp position peaked at $7K in Q1 2021.
  • 162 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.