Envestnet Portfolio Solutions
CLIA

Envestnet Portfolio Solutions’s Veridien Climate Action ETF CLIA Stock Holding History

Envestnet Portfolio Solutions’s Portfolio CLIA Stock Details CLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,734
Closed -$490K – 1756
2024
Q2 		$490K Sell
25,734
-3,103
-11% -$60.6K ﹤0.01% 1148
2024
Q1 		$555K Buy
28,837
+1,075
+4% +$20K ﹤0.01% 1077
2023
Q4 		$570K Buy
27,762
+1,322
+5% +$24.2K ﹤0.01% 993
2023
Q3 		$498K Buy
+26,440
New +$551K ﹤0.01% 985

Envestnet Portfolio Solutions's CLIA Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of Veridien Climate Action ETF (CLIA) in Q3 2024, closing a stake of 25,734 shares — an estimated $490K sold.

Envestnet Portfolio Solutions first reported a position in CLIA in Q3 2023 and held it in 4 quarters. The position peaked at $570K in Q4 2023. 0 funds tracked by Wall St. Rank hold CLIA as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining Veridien Climate Action ETF position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 25,734 Veridien Climate Action ETF shares in Q3 2024, an estimated $490K.
  • Envestnet Portfolio Solutions first reported a position in Veridien Climate Action ETF in Q3 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Veridien Climate Action ETF position peaked at $570K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Veridien Climate Action ETF as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.