TFO Wealth Partners’s Essent Group ESNT Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-49	Closed	-$2K	–	250
2022 Q2	$2K	Buy	+49	New	+$2K	﹤0.01%	309

Other funds holding ESNT

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's ESNT Position: Q3 2022 in Review

TFO Wealth Partners sold out of Essent Group (ESNT) in Q3 2022, closing a stake of 49 shares — an estimated $2K sold.

TFO Wealth Partners first reported a position in ESNT in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 257 funds tracked by Wall St. Rank hold ESNT as of Q3 2022.

TFO Wealth Partners reported no remaining Essent Group position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 49 Essent Group shares in Q3 2022, an estimated $2K.
TFO Wealth Partners first reported a position in Essent Group in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Essent Group position peaked at $2K in Q2 2022.
257 funds tracked by Wall St. Rank held Essent Group as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.