Envestnet Asset Management
EWCZ

Envestnet Asset Management’s European Wax Center EWCZ Stock Holding History

Envestnet Asset Management’s Portfolio EWCZ Stock Details EWCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-49,842
Closed -$495K – 4251
2024
Q2 		$495K Buy
49,842
+10,588
+27% +$120K ﹤0.01% 3467
2024
Q1 		$510K Buy
+39,254
New +$562K ﹤0.01% 3429

Other funds holding EWCZ

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Asset Management's EWCZ Position: Q3 2024 in Review

Envestnet Asset Management sold out of European Wax Center (EWCZ) in Q3 2024, closing a stake of 49,842 shares — an estimated $495K sold.

Envestnet Asset Management first reported a position in EWCZ in Q1 2024 and held it in 2 quarters. The position peaked at $510K in Q1 2024. 127 funds tracked by Wall St. Rank hold EWCZ as of Q3 2024.

  • Envestnet Asset Management reported no remaining European Wax Center position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 49,842 European Wax Center shares in Q3 2024, an estimated $495K.
  • Envestnet Asset Management first reported a position in European Wax Center in Q1 2024 and held it in 2 quarters.
  • Envestnet Asset Management's European Wax Center position peaked at $510K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held European Wax Center as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.