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AE Wealth Management’s Enovix ENVX Stock Holding History

AE Wealth Management’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-19,001
Closed -$248K – 1940
2023
Q1 		$248K Buy
19,001
+5,545
+41% +$45.5K ﹤0.01% 1636
2022
Q4 		$146K Buy
+13,456
New +$166K ﹤0.01% 1696

Other funds holding ENVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

AE Wealth Management's ENVX Position: Q2 2023 in Review

AE Wealth Management sold out of Enovix (ENVX) in Q2 2023, closing a stake of 19,001 shares — an estimated $248K sold.

AE Wealth Management first reported a position in ENVX in Q4 2022 and held it in 2 quarters. The position peaked at $248K in Q1 2023. 253 funds tracked by Wall St. Rank hold ENVX as of Q2 2023.

  • AE Wealth Management reported no remaining Enovix position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 19,001 Enovix shares in Q2 2023, an estimated $248K.
  • AE Wealth Management first reported a position in Enovix in Q4 2022 and held it in 2 quarters.
  • AE Wealth Management's Enovix position peaked at $248K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Enovix as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.