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Verdence Capital Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Verdence Capital Advisors’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
2021
Q3 		– Sell
-4,369
Closed -$203K – 505
2021
Q2 		$203K Sell
4,369
-1,680
-28% -$82.3K 0.03% 461
2021
Q1 		$299K Buy
+6,049
New +$255K 0.05% 357

Other funds holding EFSC

EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Verdence Capital Advisors's EFSC Position: Q3 2021 in Review

Verdence Capital Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q3 2021, closing a stake of 4,369 shares — an estimated $203K sold.

Verdence Capital Advisors first reported a position in EFSC in Q1 2021 and held it in 2 quarters. The position peaked at $299K in Q1 2021. 182 funds tracked by Wall St. Rank hold EFSC as of Q3 2021.

  • Verdence Capital Advisors reported no remaining Enterprise Financial Services Corp position as of Q3 2021 after selling out during the quarter.
  • Verdence Capital Advisors sold 4,369 Enterprise Financial Services Corp shares in Q3 2021, an estimated $203K.
  • Verdence Capital Advisors first reported a position in Enterprise Financial Services Corp in Q1 2021 and held it in 2 quarters.
  • Verdence Capital Advisors's Enterprise Financial Services Corp position peaked at $299K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2021.

Based on Verdence Capital Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.