Envestnet Asset Management
CFFI icon

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
-3,560
Closed -$254K – 4369
2024
Q4 		$254K Sell
3,560
-372
-9% -$25.5K ﹤0.01% 3977
2024
Q3 		$229K Buy
+3,932
New +$213K ﹤0.01% 3957
2024
Q1 		– Sell
-3,697
Closed -$252K – 4196
2023
Q4 		$252K Buy
+3,697
New +$216K ﹤0.01% 3710
2023
Q2 		– Sell
-4,697
Closed -$243K – 3970
2023
Q1 		$243K Hold
4,697
– – ﹤0.01% 3552
2022
Q4 		$274K Hold
4,697
– – ﹤0.01% 3483
2022
Q3 		$251K Buy
+4,697
New +$231K ﹤0.01% 3462

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Manulife (Manufacturers Life Insurance)
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Envestnet Asset Management's CFFI Position: Q1 2025 in Review

Envestnet Asset Management sold out of C&F Financial (CFFI) in Q1 2025, closing a stake of 3,560 shares — an estimated $254K sold.

Envestnet Asset Management first reported a position in CFFI in Q3 2022 and held it in 6 quarters. The position peaked at $274K in Q4 2022. 62 funds tracked by Wall St. Rank hold CFFI as of Q1 2025.

  • Envestnet Asset Management reported no remaining C&F Financial position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 3,560 C&F Financial shares in Q1 2025, an estimated $254K.
  • Envestnet Asset Management first reported a position in C&F Financial in Q3 2022 and held it in 6 quarters.
  • Envestnet Asset Management's C&F Financial position peaked at $274K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held C&F Financial as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.