Capital Advisors Ltd’s Enovix ENVX Stock Holding History

Capital Advisors Ltd’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
2024 Q4	–	Sell	-576	Closed	-$5K	–	1429
2024 Q3	$5K	Sell	576 -471	-45%	-$4.89K	﹤0.01%	913
2024 Q2	$14K	Buy	+1,047	New	+$8.76K	﹤0.01%	669
2024 Q1	–	Sell	-483	Closed	-$5K	–	1405
2023 Q4	$5K	Hold	483	–	–	﹤0.01%	829
2023 Q3	$5K	Hold	483	–	–	﹤0.01%	810
2023 Q2	$8K	Buy	+483	New	+$5.62K	﹤0.01%	728

Other funds holding ENVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Advisors Ltd's ENVX Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Enovix (ENVX) in Q4 2024, closing a stake of 576 shares — an estimated $5K sold.

Capital Advisors Ltd first reported a position in ENVX in Q2 2023 and held it in 5 quarters. The position peaked at $14K in Q2 2024. 305 funds tracked by Wall St. Rank hold ENVX as of Q4 2024.

Capital Advisors Ltd reported no remaining Enovix position as of Q4 2024 after selling out during the quarter.
Capital Advisors Ltd sold 576 Enovix shares in Q4 2024, an estimated $5K.
Capital Advisors Ltd first reported a position in Enovix in Q2 2023 and held it in 5 quarters.
Capital Advisors Ltd's Enovix position peaked at $14K in Q2 2024.
305 funds tracked by Wall St. Rank held Enovix as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.