Envestnet Asset Management
CING icon

Envestnet Asset Management’s Cingulate CING Stock Holding History

Envestnet Asset Management’s Portfolio CING Stock Details CING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-131
Closed -$22.2K – 4064
2023
Q3 		$22.2K Hold
131
– – ﹤0.01% 3972
2023
Q2 		$29.2K Buy
+131
New +$31.3K ﹤0.01% 3909

Other funds holding CING

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management's CING Position: Q4 2023 in Review

Envestnet Asset Management sold out of Cingulate (CING) in Q4 2023, closing a stake of 131 shares — an estimated $22.2K sold.

Envestnet Asset Management first reported a position in CING in Q2 2023 and held it in 2 quarters. The position peaked at $29.2K in Q2 2023. 4 funds tracked by Wall St. Rank hold CING as of Q4 2023.

  • Envestnet Asset Management reported no remaining Cingulate position as of Q4 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 131 Cingulate shares in Q4 2023, an estimated $22.2K.
  • Envestnet Asset Management first reported a position in Cingulate in Q2 2023 and held it in 2 quarters.
  • Envestnet Asset Management's Cingulate position peaked at $29.2K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Cingulate as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.