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Forefront Wealth Management’s Enovix ENVX Stock Holding History

Forefront Wealth Management’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-81,981
Closed -$1.29M – 41
2023
Q2 		$1.29M Buy
81,981
+9,258
+13% +$108K 1.71% 23
2023
Q1 		$949K Sell
72,723
-115
-0.2% -$944 1.24% 27
2022
Q4 		$564K Sell
72,838
-4,903
-6% -$60.3K 0.76% 32
2022
Q3 		$1.25M Buy
77,741
+48,738
+168% +$720K 1.74% 23
2022
Q2 		$226K Buy
+29,003
New +$273K 0.3% 40

Other funds holding ENVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forefront Wealth Management's ENVX Position: Q3 2023 in Review

Forefront Wealth Management sold out of Enovix (ENVX) in Q3 2023, closing a stake of 81,981 shares — an estimated $1.29M sold.

Forefront Wealth Management first reported a position in ENVX in Q2 2022 and held it in 5 quarters. The position peaked at $1.29M in Q2 2023. 275 funds tracked by Wall St. Rank hold ENVX as of Q3 2023.

  • Forefront Wealth Management reported no remaining Enovix position as of Q3 2023 after selling out during the quarter.
  • Forefront Wealth Management sold 81,981 Enovix shares in Q3 2023, an estimated $1.29M.
  • Forefront Wealth Management first reported a position in Enovix in Q2 2022 and held it in 5 quarters.
  • Forefront Wealth Management's Enovix position peaked at $1.29M in Q2 2023.
  • 275 funds tracked by Wall St. Rank held Enovix as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.