Envestnet Asset Management
PTNR

Envestnet Asset Management’s Partner Communications PTNR Stock Holding History

Envestnet Asset Management’s Portfolio PTNR Stock Details PTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32,038
Closed -$228K – 4176
2022
Q4 		$228K Buy
32,038
+7,374
+30% +$53.4K ﹤0.01% 3604
2022
Q3 		$180K Buy
24,664
+11,653
+90% +$92K ﹤0.01% 3618
2022
Q2 		$91K Buy
13,011
+1,579
+14% +$11.8K ﹤0.01% 3765
2022
Q1 		$94K Buy
+11,432
New +$91.9K ﹤0.01% 3809
2015
Q1 		– Sell
-3,216
Closed -$16K – 2489
2014
Q4 		$16K Sell
3,216
-873
-21% -$5.48K ﹤0.01% 1831
2014
Q3 		$29K Sell
4,089
-2,019
-33% -$15K ﹤0.01% 1736
2014
Q2 		$48K Buy
6,108
+182
+3% +$1.57K ﹤0.01% 1451
2014
Q1 		$53K Sell
5,926
-67,590
-92% -$601K ﹤0.01% 1343
2013
Q4 		$690K Buy
73,516
+1,112
+2% +$9.73K 0.01% 548
2013
Q3 		$571K Sell
72,404
-1,885
-3% -$13.8K 0.01% 585
2013
Q2 		$466K Buy
+74,289
New +$489K 0.01% 599

Other funds holding PTNR

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

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

Envestnet Asset Management sold out of Partner Communications (PTNR) in Q1 2023, closing a stake of 32,038 shares — an estimated $228K sold.

Envestnet Asset Management first reported a position in PTNR in Q2 2013 and held it in 11 quarters. The position peaked at $690K in Q4 2013. 2 funds tracked by Wall St. Rank hold PTNR as of Q1 2023.

  • Envestnet Asset Management reported no remaining Partner Communications position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 32,038 Partner Communications shares in Q1 2023, an estimated $228K.
  • Envestnet Asset Management first reported a position in Partner Communications in Q2 2013 and held it in 11 quarters.
  • Envestnet Asset Management's Partner Communications position peaked at $690K in Q4 2013.
  • 2 funds tracked by Wall St. Rank held Partner Communications as of Q1 2023.

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