SPIA
ENG

Steward Partners Investment Advisory’s ENGlobal Corp ENG Stock Holding History

Steward Partners Investment Advisory’s Portfolio ENG Stock Details ENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-625
Closed -$1.89K – 3463
2023
Q2 		$1.89K Buy
+625
New +$2.04K ﹤0.01% 3033
2021
Q2 		– Sell
-463
Closed -$16.7K – 7473
2021
Q1 		$16.7K Buy
+463
New +$21.7K ﹤0.01% 2557

Other funds holding ENG

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
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Steward Partners Investment Advisory's ENG Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of ENGlobal Corp (ENG) in Q3 2023, closing a stake of 625 shares — an estimated $1.89K sold.

Steward Partners Investment Advisory first reported a position in ENG in Q1 2021 and held it in 2 quarters. The position peaked at $16.7K in Q1 2021. 21 funds tracked by Wall St. Rank hold ENG as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining ENGlobal Corp position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 625 ENGlobal Corp shares in Q3 2023, an estimated $1.89K.
  • Steward Partners Investment Advisory first reported a position in ENGlobal Corp in Q1 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's ENGlobal Corp position peaked at $16.7K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held ENGlobal Corp as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.