Envestnet Asset Management
CD

Envestnet Asset Management’s Chaince Digital Holdings CD Stock Holding History

Envestnet Asset Management’s Portfolio CD Stock Details CD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,877
Closed -$7K – 3987
2022
Q2 		$7K Sell
10,877
-6,930
-39% -$11.4K ﹤0.01% 3905
2022
Q1 		$47K Sell
17,807
-66
-0.4% -$198 ﹤0.01% 3865
2021
Q4 		$63K Buy
+17,873
New +$61.4K ﹤0.01% 3795

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Envestnet Asset Management's CD Position: Q3 2022 in Review

Envestnet Asset Management sold out of Chaince Digital Holdings (CD) in Q3 2022, closing a stake of 10,877 shares — an estimated $7K sold.

Envestnet Asset Management first reported a position in CD in Q4 2021 and held it in 3 quarters. The position peaked at $63K in Q4 2021. 7 funds tracked by Wall St. Rank hold CD as of Q3 2022.

  • Envestnet Asset Management reported no remaining Chaince Digital Holdings position as of Q3 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 10,877 Chaince Digital Holdings shares in Q3 2022, an estimated $7K.
  • Envestnet Asset Management first reported a position in Chaince Digital Holdings in Q4 2021 and held it in 3 quarters.
  • Envestnet Asset Management's Chaince Digital Holdings position peaked at $63K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q3 2022.

Based on Envestnet Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.