Envestnet Asset Management
LOTZ

Envestnet Asset Management’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Envestnet Asset Management’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30,288
Closed -$69K – 4097
2021
Q4 		$69K Buy
30,288
+8,082
+36% +$26.5K ﹤0.01% 3791
2021
Q3 		$85K Buy
+22,206
New +$95.7K ﹤0.01% 3603

Other funds holding LOTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management's LOTZ Position: Q1 2022 in Review

Envestnet Asset Management sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q1 2022, closing a stake of 30,288 shares — an estimated $69K sold.

Envestnet Asset Management first reported a position in LOTZ in Q3 2021 and held it in 2 quarters. The position peaked at $85K in Q3 2021. 94 funds tracked by Wall St. Rank hold LOTZ as of Q1 2022.

  • Envestnet Asset Management reported no remaining CarLotz, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 30,288 CarLotz, Inc. Class A Common Stock shares in Q1 2022, an estimated $69K.
  • Envestnet Asset Management first reported a position in CarLotz, Inc. Class A Common Stock in Q3 2021 and held it in 2 quarters.
  • Envestnet Asset Management's CarLotz, Inc. Class A Common Stock position peaked at $85K in Q3 2021.
  • 94 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q1 2022.

Based on Envestnet Asset Management's 13F filing for Q1 2022, filed 4 May 2022.