Envestnet Asset Management
DWTX

Envestnet Asset Management’s Dogwood Therapeutics DWTX Stock Holding History

Envestnet Asset Management’s Portfolio DWTX Stock Details DWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,827
Closed -$44.3K – 4102
2023
Q1 		$44.3K Buy
4,827
+459
+11% +$3.65K ﹤0.01% 3860
2022
Q4 		$25.8K Buy
4,368
+3,722
+576% +$28K ﹤0.01% 3916
2022
Q3 		$6K Buy
+646
New +$91K ﹤0.01% 3889
2021
Q2 		– Sell
-1,114
Closed -$160K – 3708
2021
Q1 		$160K Buy
+1,114
New +$194K ﹤0.01% 3382

Other funds holding DWTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Envestnet Asset Management's DWTX Position: Q2 2023 in Review

Envestnet Asset Management sold out of Dogwood Therapeutics (DWTX) in Q2 2023, closing a stake of 4,827 shares — an estimated $44.3K sold.

Envestnet Asset Management first reported a position in DWTX in Q1 2021 and held it in 4 quarters. The position peaked at $160K in Q1 2021. 24 funds tracked by Wall St. Rank hold DWTX as of Q2 2023.

  • Envestnet Asset Management reported no remaining Dogwood Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 4,827 Dogwood Therapeutics shares in Q2 2023, an estimated $44.3K.
  • Envestnet Asset Management first reported a position in Dogwood Therapeutics in Q1 2021 and held it in 4 quarters.
  • Envestnet Asset Management's Dogwood Therapeutics position peaked at $160K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Dogwood Therapeutics as of Q2 2023.

Based on Envestnet Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.