Envestnet Asset Management
PDFS icon

Envestnet Asset Management’s PDF Solutions PDFS Stock Holding History

Envestnet Asset Management’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59M Buy
48,467
+6,338
+15% +$207K ﹤0.01% 3165
2025
Q4 		$1.2M Sell
42,129
-4,154
-9% -$115K ﹤0.01% 3160
2025
Q3 		$1.2M Sell
46,283
-3,270
-7% -$71.4K ﹤0.01% 3229
2025
Q2 		$1.06M Sell
49,553
-2,603
-5% -$49.3K ﹤0.01% 3250
2025
Q1 		$997K Buy
52,156
+8,393
+19% +$206K ﹤0.01% 3212
2024
Q4 		$1.19M Buy
43,763
+2,015
+5% +$60.7K ﹤0.01% 3053
2024
Q3 		$1.32M Buy
41,748
+4,959
+13% +$161K ﹤0.01% 2936
2024
Q2 		$1.34M Buy
36,789
+367
+1% +$12.3K ﹤0.01% 2836
2024
Q1 		$1.23M Buy
36,422
+2,564
+8% +$84.1K ﹤0.01% 2899
2023
Q4 		$1.09M Buy
+33,858
New +$1.03M ﹤0.01% 2882

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