Envestnet Asset Management
NETI

Envestnet Asset Management’s Eneti Inc. NETI Stock Holding History

Envestnet Asset Management’s Portfolio NETI Stock Details NETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,982
Closed -$171K – 4208
2023
Q3 		$171K Buy
16,982
+600
+4% +$6.91K ﹤0.01% 3771
2023
Q2 		$198K Buy
16,382
+231
+1% +$2.25K ﹤0.01% 3712
2023
Q1 		$151K Buy
16,151
+68
+0.4% +$680 ﹤0.01% 3720
2022
Q4 		$162K Hold
16,083
– – ﹤0.01% 3719
2022
Q3 		$107K Hold
16,083
– – ﹤0.01% 3726
2022
Q2 		$99K Hold
16,083
– – ﹤0.01% 3757
2022
Q1 		$102K Buy
+16,083
New +$109K ﹤0.01% 3800

Other funds holding NETI

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Asset Management's NETI Position: Q4 2023 in Review

Envestnet Asset Management sold out of Eneti Inc. (NETI) in Q4 2023, closing a stake of 16,982 shares — an estimated $171K sold.

Envestnet Asset Management first reported a position in NETI in Q1 2022 and held it in 7 quarters. The position peaked at $198K in Q2 2023. 6 funds tracked by Wall St. Rank hold NETI as of Q4 2023.

  • Envestnet Asset Management reported no remaining Eneti Inc. position as of Q4 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 16,982 Eneti Inc. shares in Q4 2023, an estimated $171K.
  • Envestnet Asset Management first reported a position in Eneti Inc. in Q1 2022 and held it in 7 quarters.
  • Envestnet Asset Management's Eneti Inc. position peaked at $198K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Eneti Inc. as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.