Envestnet Asset Management’s SCWORX CORP NEW WORX Stock Holding History

Envestnet Asset Management’s Portfolio WORX Stock Details WORX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-53	Closed	-$35K	–	3152
2019 Q4	$35K	Hold	53	–	–	﹤0.01%	3046
2019 Q3	$29K	Hold	53	–	–	﹤0.01%	3006
2019 Q2	$71K	Buy	+53	New	+$73.6K	﹤0.01%	2975
2018 Q4	–	Sell	-40	Closed	-$46K	–	2918
2018 Q3	$46K	Buy	+40	New	+$43.5K	﹤0.01%	1234

Other funds holding WORX

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management's WORX Position: Q1 2020 in Review

Envestnet Asset Management sold out of SCWORX CORP NEW (WORX) in Q1 2020, closing a stake of 53 shares — an estimated $35K sold.

Envestnet Asset Management first reported a position in WORX in Q3 2018 and held it in 4 quarters. The position peaked at $71K in Q2 2019. 4 funds tracked by Wall St. Rank hold WORX as of Q1 2020.

Envestnet Asset Management reported no remaining SCWORX CORP NEW position as of Q1 2020 after selling out during the quarter.
Envestnet Asset Management sold 53 SCWORX CORP NEW shares in Q1 2020, an estimated $35K.
Envestnet Asset Management first reported a position in SCWORX CORP NEW in Q3 2018 and held it in 4 quarters.
Envestnet Asset Management's SCWORX CORP NEW position peaked at $71K in Q2 2019.
4 funds tracked by Wall St. Rank held SCWORX CORP NEW as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.