TWA
ESGR

TCI Wealth Advisors’s Enstar Group ESGR Stock Holding History

TCI Wealth Advisors’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-97
Closed -$22.5K – 847
2023
Q1 		$22.5K Hold
97
– – ﹤0.01% 660
2022
Q4 		$22.4K Buy
97
+2
+2% +$407 ﹤0.01% 642
2022
Q3 		$16K Buy
+95
New +$18.6K ﹤0.01% 762
2022
Q2 		– Sell
-32
Closed -$8K – 2338
2022
Q1 		$8K Hold
32
– – ﹤0.01% 1239
2021
Q4 		$8K Sell
32
-10
-24% -$2.37K ﹤0.01% 1319
2021
Q3 		$10K Buy
42
+26
+163% +$6.34K ﹤0.01% 1095
2021
Q2 		$4K Buy
16
+6
+60% +$1.49K ﹤0.01% 1561
2021
Q1 		$2K Buy
+10
New +$2.27K ﹤0.01% 1729

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return