Envestnet Asset Management
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Envestnet Asset Management’s C&F Financial CFFI Stock Holding History

Envestnet Asset Management’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$254K Sell
2024
Q3 		$229K Buy
2024
Q1 		– Sell
2023
Q4 		$252K Buy
2023
Q2 		– Sell
2023
Q1 		$243K Hold
2022
Q4 		$274K Hold
2022
Q3 		$251K Buy