Envestnet Asset Management
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Envestnet Asset Management’s Stem STEM Stock Holding History

Envestnet Asset Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-661
Closed -$146K – 4062
2022
Q1 		$146K Sell
661
-3
-0.5% -$663 ﹤0.01% 3760
2021
Q4 		$252K Buy
664
+221
+50% +$83.9K ﹤0.01% 3514
2021
Q3 		$212K Buy
+443
New +$212K ﹤0.01% 3478