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Kelleher Financial Advisors’s Enovix ENVX Stock Holding History

Kelleher Financial Advisors’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
2025
Q1 		– Sell
-40,686
Closed -$387K – 131
2024
Q4 		$387K Sell
40,686
-1,417
-3% -$12.4K 0.15% 81
2024
Q3 		$344K Sell
42,103
-4,263
-9% -$44.3K 0.13% 90
2024
Q2 		$627K Buy
46,366
+7,303
+19% +$61.1K 0.26% 55
2024
Q1 		$274K Buy
39,063
+1,834
+5% +$15.9K 0.11% 103
2023
Q4 		$408K Buy
37,229
+389
+1% +$3.82K 0.19% 66
2023
Q3 		$405K Sell
36,840
-3,680
-9% -$52.6K 0.21% 68
2023
Q2 		$640K Buy
40,520
+22,560
+126% +$262K 0.37% 48
2023
Q1 		$234K Buy
+17,960
New +$147K 0.15% 88

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
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kelleher Financial Advisors's ENVX Position: Q1 2025 in Review

Kelleher Financial Advisors sold out of Enovix (ENVX) in Q1 2025, closing a stake of 40,686 shares — an estimated $387K sold.

Kelleher Financial Advisors first reported a position in ENVX in Q1 2023 and held it in 8 quarters. The position peaked at $640K in Q2 2023. 315 funds tracked by Wall St. Rank hold ENVX as of Q1 2025.

  • Kelleher Financial Advisors reported no remaining Enovix position as of Q1 2025 after selling out during the quarter.
  • Kelleher Financial Advisors sold 40,686 Enovix shares in Q1 2025, an estimated $387K.
  • Kelleher Financial Advisors first reported a position in Enovix in Q1 2023 and held it in 8 quarters.
  • Kelleher Financial Advisors's Enovix position peaked at $640K in Q2 2023.
  • 315 funds tracked by Wall St. Rank held Enovix as of Q1 2025.

Based on Kelleher Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.