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TCI Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-1
Closed -$45 – 800
2023
Q1 		$45 Buy
+1
New +$51 ﹤0.01% 2450
2021
Q3 		– Sell
-128
Closed -$6K – 2424
2021
Q2 		$6K Hold
128
– – ﹤0.01% 1301
2021
Q1 		$6K Buy
+128
New +$5.39K ﹤0.01% 1135

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's EFSC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q2 2023, closing a stake of 1 share — an estimated $45 sold.

TCI Wealth Advisors first reported a position in EFSC in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 198 funds tracked by Wall St. Rank hold EFSC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Enterprise Financial Services Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Enterprise Financial Services Corp share in Q2 2023, an estimated $45.
  • TCI Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q1 2021 and held it in 3 quarters.
  • TCI Wealth Advisors's Enterprise Financial Services Corp position peaked at $6K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.