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ESRX

Wealthquest’s Express Scripts Holding Company ESRX Stock Holding History

Wealthquest’s Portfolio ESRX Stock Details ESRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,429
Closed -$420K – 141
2018
Q4 		$420K Buy
+4,429
New +$428K 0.17% 81

Other funds holding ESRX

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wealthquest's ESRX Position: Q1 2019 in Review

Wealthquest sold out of Express Scripts Holding Company (ESRX) in Q1 2019, closing a stake of 4,429 shares — an estimated $420K sold.

Wealthquest first reported a position in ESRX in Q4 2018 and held it in 1 quarter. The position peaked at $420K in Q4 2018. 3 funds tracked by Wall St. Rank hold ESRX as of Q1 2019.

  • Wealthquest reported no remaining Express Scripts Holding Company position as of Q1 2019 after selling out during the quarter.
  • Wealthquest sold 4,429 Express Scripts Holding Company shares in Q1 2019, an estimated $420K.
  • Wealthquest first reported a position in Express Scripts Holding Company in Q4 2018 and held it in 1 quarter.
  • Wealthquest's Express Scripts Holding Company position peaked at $420K in Q4 2018.
  • 3 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q1 2019.

Based on Wealthquest's 13F filing for Q1 2019, filed 18 Apr 2019.