Envestnet Asset Management
SMLR

Envestnet Asset Management’s Semler Scientific SMLR Stock Holding History

Envestnet Asset Management’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,195
Closed -$201K – 4055
2021
Q4 		$201K Buy
+2,195
New +$246K ﹤0.01% 3662

Other funds holding SMLR

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCA
Prospect Capital Advisors Sausalito, California $180M AUM 60.99% 1-Year Est. Return

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

Envestnet Asset Management sold out of Semler Scientific (SMLR) in Q1 2022, closing a stake of 2,195 shares — an estimated $201K sold.

Envestnet Asset Management first reported a position in SMLR in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 75 funds tracked by Wall St. Rank hold SMLR as of Q1 2022.

  • Envestnet Asset Management reported no remaining Semler Scientific position as of Q1 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 2,195 Semler Scientific shares in Q1 2022, an estimated $201K.
  • Envestnet Asset Management first reported a position in Semler Scientific in Q4 2021 and held it in 1 quarter.
  • Envestnet Asset Management's Semler Scientific position peaked at $201K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2022.

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