Envestnet Asset Management’s Adial Pharmaceuticals ADIL Stock Holding History

Envestnet Asset Management’s Portfolio ADIL Stock Details ADIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-21	Closed	-$2.73K	–	4005
2023 Q2	$2.73K	Hold	21	–	–	﹤0.01%	3939
2023 Q1	$4.58K	Buy	+21	New	+$5.09K	﹤0.01%	3955

Other funds holding ADIL

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Envestnet Asset Management's ADIL Position: Q3 2023 in Review

Envestnet Asset Management sold out of Adial Pharmaceuticals (ADIL) in Q3 2023, closing a stake of 21 shares — an estimated $2.73K sold.

Envestnet Asset Management first reported a position in ADIL in Q1 2023 and held it in 2 quarters. The position peaked at $4.58K in Q1 2023. 8 funds tracked by Wall St. Rank hold ADIL as of Q3 2023.

Envestnet Asset Management reported no remaining Adial Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
Envestnet Asset Management sold 21 Adial Pharmaceuticals shares in Q3 2023, an estimated $2.73K.
Envestnet Asset Management first reported a position in Adial Pharmaceuticals in Q1 2023 and held it in 2 quarters.
Envestnet Asset Management's Adial Pharmaceuticals position peaked at $4.58K in Q1 2023.
8 funds tracked by Wall St. Rank held Adial Pharmaceuticals as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.