Envestnet Asset Management
BSBK icon

Envestnet Asset Management’s Bogota Financial BSBK Stock Holding History

Envestnet Asset Management’s Portfolio BSBK Stock Details BSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,995
Closed -$107K – 3278
2020
Q3 		$107K Buy
+13,995
New +$109K ﹤0.01% 3006

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Envestnet Asset Management's BSBK Position: Q4 2020 in Review

Envestnet Asset Management sold out of Bogota Financial (BSBK) in Q4 2020, closing a stake of 13,995 shares — an estimated $107K sold.

Envestnet Asset Management first reported a position in BSBK in Q3 2020 and held it in 1 quarter. The position peaked at $107K in Q3 2020. 27 funds tracked by Wall St. Rank hold BSBK as of Q4 2020.

  • Envestnet Asset Management reported no remaining Bogota Financial position as of Q4 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 13,995 Bogota Financial shares in Q4 2020, an estimated $107K.
  • Envestnet Asset Management first reported a position in Bogota Financial in Q3 2020 and held it in 1 quarter.
  • Envestnet Asset Management's Bogota Financial position peaked at $107K in Q3 2020.
  • 27 funds tracked by Wall St. Rank held Bogota Financial as of Q4 2020.

Based on Envestnet Asset Management's 13F filing for Q4 2020, filed 2 Feb 2021.