Envestnet Asset Management
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Envestnet Asset Management’s Compass COMP Stock Holding History

Envestnet Asset Management’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-34,458
Closed -$121K – 4037
2023
Q2 		$121K Buy
34,458
+4,563
+15% +$16K ﹤0.01% 3813
2023
Q1 		$96.6K Buy
+29,895
New +$96.6K ﹤0.01% 3800