FBCM
ENV

Fort Baker Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Fort Baker Capital Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-62,457
Closed -$3.91M – 92
2024
Q3 		$3.91M Sell
62,457
-112,543
-64% -$7.05M 0.64% 41
2024
Q2 		$11M Buy
+175,000
New +$11M 1.21% 29