Envestnet Asset Management
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Envestnet Asset Management’s Energy Services of America ESOA Stock Holding History

Envestnet Asset Management’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-672,923
Closed -$1.39M – 3942
2022
Q2 		$1.39M Buy
+672,923
New +$1.66M ﹤0.01% 2352

Other funds holding ESOA

SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Envestnet Asset Management's ESOA Position: Q3 2022 in Review

Envestnet Asset Management sold out of Energy Services of America (ESOA) in Q3 2022, closing a stake of 672,923 shares — an estimated $1.39M sold.

Envestnet Asset Management first reported a position in ESOA in Q2 2022 and held it in 1 quarter. The position peaked at $1.39M in Q2 2022. 21 funds tracked by Wall St. Rank hold ESOA as of Q3 2022.

  • Envestnet Asset Management reported no remaining Energy Services of America position as of Q3 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 672,923 Energy Services of America shares in Q3 2022, an estimated $1.39M.
  • Envestnet Asset Management first reported a position in Energy Services of America in Q2 2022 and held it in 1 quarter.
  • Envestnet Asset Management's Energy Services of America position peaked at $1.39M in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2022.

Based on Envestnet Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.