Allworth Financial’s Enovix ENVX Stock Holding History

Allworth Financial’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
2026 Q1	$53.8K	Buy	10,381 +9,663	+1,346%	+$60.5K	﹤0.01%	2267
2025 Q4	$5.25K	Sell	718 -10,502	-94%	-$102K	﹤0.01%	3671
2025 Q3	$112K	Buy	11,220 +10,927	+3,729%	+$121K	﹤0.01%	1624
2025 Q2	$2.65K	Sell	293 -113	-28%	-$737	﹤0.01%	3585
2025 Q1	$2.41K	Buy	406 +69	+20%	+$614	﹤0.01%	3131
2024 Q4	$3.38K	Sell	337 -1,218	-78%	-$10.7K	﹤0.01%	2936
2024 Q3	$12.7K	Buy	1,555 +1,165	+299%	+$12.1K	﹤0.01%	2157
2024 Q2	$5.31K	Buy	390 +99	+34%	+$828	﹤0.01%	2494
2024 Q1	$2.04K	Buy	291 +14	+5%	+$122	﹤0.01%	2799
2023 Q4	$3.03K	Buy	277 +240	+649%	+$2.36K	﹤0.01%	2487
2023 Q3	$402	Hold	37	–	–	﹤0.01%	3090
2023 Q2	$578	Hold	37	–	–	﹤0.01%	2864
2023 Q1	$478	Buy	37 +20	+118%	+$164	﹤0.01%	2849
2022 Q4	$187	Buy	+17	New	+$209	﹤0.01%	2798

Other funds holding ENVX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return