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Spire Wealth Management’s Essent Group ESNT Stock Holding History

Spire Wealth Management’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-33
Closed -$1.32K – 2431
2023
Q1 		$1.32K Sell
33
-62
-65% -$2.55K ﹤0.01% 2350
2022
Q4 		$4K Buy
+95
New +$3.61K ﹤0.01% 1882
2022
Q1 		– Sell
-103
Closed -$5K – 2625
2021
Q4 		$5K Buy
+103
New +$4.72K ﹤0.01% 2556
2021
Q2 		– Sell
-103
Closed -$5K – 2691
2021
Q1 		$5K Buy
+103
New +$4.57K ﹤0.01% 2623

Other funds holding ESNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's ESNT Position: Q2 2023 in Review

Spire Wealth Management sold out of Essent Group (ESNT) in Q2 2023, closing a stake of 33 shares — an estimated $1.32K sold.

Spire Wealth Management first reported a position in ESNT in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 248 funds tracked by Wall St. Rank hold ESNT as of Q2 2023.

  • Spire Wealth Management reported no remaining Essent Group position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 33 Essent Group shares in Q2 2023, an estimated $1.32K.
  • Spire Wealth Management first reported a position in Essent Group in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Essent Group position peaked at $5K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Essent Group as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.