USCWA
ESI icon

U.S. Capital Wealth Advisors’s Element Solutions ESI Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,000
Closed -$36.4K – 910
2022
Q4 		$36.4K Buy
+2,000
New +$36K ﹤0.01% 954

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

U.S. Capital Wealth Advisors's ESI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Element Solutions (ESI) in Q1 2023, closing a stake of 2,000 shares — an estimated $36.4K sold.

U.S. Capital Wealth Advisors first reported a position in ESI in Q4 2022 and held it in 1 quarter. The position peaked at $36.4K in Q4 2022. 277 funds tracked by Wall St. Rank hold ESI as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Element Solutions position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,000 Element Solutions shares in Q1 2023, an estimated $36.4K.
  • U.S. Capital Wealth Advisors first reported a position in Element Solutions in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Element Solutions position peaked at $36.4K in Q4 2022.
  • 277 funds tracked by Wall St. Rank held Element Solutions as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.