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 New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

Tradewinds Capital Management's EFSC Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Enterprise Financial Services Corp (EFSC) in Q2 2022, closing a stake of 220 shares — an estimated $10K sold.

Tradewinds Capital Management first reported a position in EFSC in Q4 2019 and held it in 10 quarters. The position peaked at $11K in Q1 2021. 183 funds tracked by Wall St. Rank hold EFSC as of Q2 2022.

Tradewinds Capital Management reported no remaining Enterprise Financial Services Corp position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 220 Enterprise Financial Services Corp shares in Q2 2022, an estimated $10K.
Tradewinds Capital Management first reported a position in Enterprise Financial Services Corp in Q4 2019 and held it in 10 quarters.
Tradewinds Capital Management's Enterprise Financial Services Corp position peaked at $11K in Q1 2021.
183 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.