Spire Wealth Management’s Ennis EBF Stock Holding History

Spire Wealth Management’s Portfolio EBF Stock Details EBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-250	Closed	-$5K	–	2581
2021 Q2	$5K	Hold	250	–	–	﹤0.01%	2302
2021 Q1	$5K	Buy	+250	New	+$4.95K	﹤0.01%	2620

Other funds holding EBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Spire Wealth Management's EBF Position: Q3 2021 in Review

Spire Wealth Management sold out of Ennis (EBF) in Q3 2021, closing a stake of 250 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in EBF in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 122 funds tracked by Wall St. Rank hold EBF as of Q3 2021.

Spire Wealth Management reported no remaining Ennis position as of Q3 2021 after selling out during the quarter.
Spire Wealth Management sold 250 Ennis shares in Q3 2021, an estimated $5K.
Spire Wealth Management first reported a position in Ennis in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Ennis position peaked at $5K in Q2 2021.
122 funds tracked by Wall St. Rank held Ennis as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.