Envestnet Asset Management
IVDA icon

Envestnet Asset Management’s Iveda Solutions IVDA Stock Holding History

Envestnet Asset Management’s Portfolio IVDA Stock Details IVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,875
Closed -$48.3K – 4036
2022
Q4 		$48.3K Hold
10,875
– – ﹤0.01% 3870
2022
Q3 		$57K Buy
+10,875
New +$95.9K ﹤0.01% 3800

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Envestnet Asset Management's IVDA Position: Q1 2023 in Review

Envestnet Asset Management sold out of Iveda Solutions (IVDA) in Q1 2023, closing a stake of 10,875 shares — an estimated $48.3K sold.

Envestnet Asset Management first reported a position in IVDA in Q3 2022 and held it in 2 quarters. The position peaked at $57K in Q3 2022. 13 funds tracked by Wall St. Rank hold IVDA as of Q1 2023.

  • Envestnet Asset Management reported no remaining Iveda Solutions position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 10,875 Iveda Solutions shares in Q1 2023, an estimated $48.3K.
  • Envestnet Asset Management first reported a position in Iveda Solutions in Q3 2022 and held it in 2 quarters.
  • Envestnet Asset Management's Iveda Solutions position peaked at $57K in Q3 2022.
  • 13 funds tracked by Wall St. Rank held Iveda Solutions as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.