EWA
ENFN

EverSource Wealth Advisors’s Enfusion, Inc. ENFN Stock Holding History

EverSource Wealth Advisors’s Portfolio ENFN Stock Details ENFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7
Closed -$78 – 4395
2025
Q1 		$78 Sell
7
-33
-83% -$365 ﹤0.01% 3858
2024
Q4 		$412 Buy
+40
New +$387 ﹤0.01% 3258

Other funds holding ENFN

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's ENFN Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Enfusion, Inc. (ENFN) in Q2 2025, closing a stake of 7 shares — an estimated $78 sold.

EverSource Wealth Advisors first reported a position in ENFN in Q4 2024 and held it in 2 quarters. The position peaked at $412 in Q4 2024. 2 funds tracked by Wall St. Rank hold ENFN as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Enfusion, Inc. position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7 Enfusion, Inc. shares in Q2 2025, an estimated $78.
  • EverSource Wealth Advisors first reported a position in Enfusion, Inc. in Q4 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's Enfusion, Inc. position peaked at $412 in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Enfusion, Inc. as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.