Envestnet Asset Management
MOM

Envestnet Asset Management’s AGFiQ U.S. Market Neutral Momentum Fund MOM Stock Holding History

Envestnet Asset Management’s Portfolio MOM Stock Details MOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24,928
Closed -$629K – 3612
2020
Q4 		$629K Buy
+24,928
New +$691K ﹤0.01% 2534
2020
Q1 		– Sell
-37,904
Closed -$872K – 3200
2019
Q4 		$872K Buy
+37,904
New +$910K ﹤0.01% 2112

Envestnet Asset Management's MOM Position: Q1 2021 in Review

Envestnet Asset Management sold out of AGFiQ U.S. Market Neutral Momentum Fund (MOM) in Q1 2021, closing a stake of 24,928 shares — an estimated $629K sold.

Envestnet Asset Management first reported a position in MOM in Q4 2019 and held it in 2 quarters. The position peaked at $872K in Q4 2019. 0 funds tracked by Wall St. Rank hold MOM as of Q1 2021.

  • Envestnet Asset Management reported no remaining AGFiQ U.S. Market Neutral Momentum Fund position as of Q1 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 24,928 AGFiQ U.S. Market Neutral Momentum Fund shares in Q1 2021, an estimated $629K.
  • Envestnet Asset Management first reported a position in AGFiQ U.S. Market Neutral Momentum Fund in Q4 2019 and held it in 2 quarters.
  • Envestnet Asset Management's AGFiQ U.S. Market Neutral Momentum Fund position peaked at $872K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held AGFiQ U.S. Market Neutral Momentum Fund as of Q1 2021.

Based on Envestnet Asset Management's 13F filing for Q1 2021, filed 4 May 2021.