Wealthcare Advisory Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-1,959	Closed	-$97K	–	895
2021 Q1	$97K	Buy	+1,959	New	+$82.5K	0.01%	676
2020 Q2	–	Sell	-1,918	Closed	-$54K	–	596
2020 Q1	$54K	Buy	1,918 +13	+0.7%	+$522	0.01%	497
2019 Q4	$92K	Buy	1,905 +6	+0.3%	+$266	0.01%	418
2019 Q3	$77K	Buy	1,899 +8	+0.4%	+$322	0.01%	445
2019 Q2	$79K	Buy	1,891 +6	+0.3%	+$251	0.01%	428
2019 Q1	$77K	Buy	1,885 +7	+0.4%	+$301	0.01%	389
2018 Q4	$71K	Buy	1,878 +6	+0.3%	+$267	0.01%	366
2018 Q3	$99K	Buy	1,872 +5	+0.3%	+$278	0.02%	340
2018 Q2	$101K	Buy	1,867 +3	+0.2%	+$157	0.02%	324
2018 Q1	$87K	Buy	1,864 +5	+0.3%	+$239	0.02%	304
2017 Q4	$84K	Buy	1,859 +4	+0.2%	+$175	0.02%	288
2017 Q3	$79K	Buy	+1,855	New	+$73.4K	0.02%	246

Other funds holding EFSC

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Wealthcare Advisory Partners's EFSC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Enterprise Financial Services Corp (EFSC) in Q2 2021, closing a stake of 1,959 shares — an estimated $97K sold.

Wealthcare Advisory Partners first reported a position in EFSC in Q3 2017 and held it in 12 quarters. The position peaked at $101K in Q2 2018. 162 funds tracked by Wall St. Rank hold EFSC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Enterprise Financial Services Corp position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,959 Enterprise Financial Services Corp shares in Q2 2021, an estimated $97K.
Wealthcare Advisory Partners first reported a position in Enterprise Financial Services Corp in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Enterprise Financial Services Corp position peaked at $101K in Q2 2018.
162 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.