TCM
EFSC icon

Tradewinds Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Tradewinds Capital Management’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
2022
Q2 		– Sell
-220
Closed -$10K – 520
2022
Q1 		$10K Hold
220
– – ﹤0.01% 472
2021
Q4 		$10K Hold
220
– – ﹤0.01% 485
2021
Q3 		$10K Hold
220
– – ﹤0.01% 463
2021
Q2 		$10K Hold
220
– – ﹤0.01% 476
2021
Q1 		$11K Hold
220
– – ﹤0.01% 439
2020
Q4 		$8K Hold
220
– – ﹤0.01% 456
2020
Q3 		$6K Hold
220
– – ﹤0.01% 458
2020
Q2 		$7K Hold
220
– – ﹤0.01% 435
2020
Q1 		$6K Hold
220
– – ﹤0.01% 421
2019
Q4 		$11K Buy
+220
New +$9.77K ﹤0.01% 396

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $255M AUM 78.73% 1-Year Est. Return