Connor, Clark & Lunn Investment Management (CC&L)’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,323
| Closed | -$1.4M | – | 1701 |
|
|
2024
Q2 | $1.4M | Buy |
+22,323
| New | +$1.4M | 0.01% | 771 |
|
|
2024
Q1 | – | Sell |
-7,072
| Closed | -$350K | – | 1754 |
|
|
2023
Q4 | $350K | Buy |
+7,072
| New | +$350K | ﹤0.01% | 1139 |
|
|
2022
Q4 | – | Sell |
-24,229
| Closed | -$1.08M | – | 1504 |
|
|
2022
Q3 | $1.08M | Buy |
24,229
+13,488
| +126% | +$599K | 0.01% | 637 |
|
|
2022
Q2 | $567K | Buy |
+10,741
| New | +$567K | ﹤0.01% | 749 |
|
|
2014
Q2 | – | Sell |
-27,700
| Closed | -$1.23M | – | 746 |
|
|
2014
Q1 | $1.23M | Buy |
27,700
+15,700
| +131% | +$696K | 0.01% | 350 |
|
|
2013
Q4 | $514K | Buy |
+12,000
| New | +$514K | ﹤0.01% | 489 |
|