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Larson Financial Group’s Envela ELA Stock Holding History

Larson Financial Group’s Portfolio ELA Stock Details ELA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-147
Closed -$956 – 1586
2023
Q1 		$956 Hold
147
– – ﹤0.01% 1348
2022
Q4 		$773 Hold
147
– – ﹤0.01% 1334
2022
Q3 		$1K Buy
+147
New +$1.04K ﹤0.01% 1190

Other funds holding ELA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $182M AUM 103.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Larson Financial Group's ELA Position: Q2 2023 in Review

Larson Financial Group sold out of Envela (ELA) in Q2 2023, closing a stake of 147 shares — an estimated $956 sold.

Larson Financial Group first reported a position in ELA in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 42 funds tracked by Wall St. Rank hold ELA as of Q2 2023.

  • Larson Financial Group reported no remaining Envela position as of Q2 2023 after selling out during the quarter.
  • Larson Financial Group sold 147 Envela shares in Q2 2023, an estimated $956.
  • Larson Financial Group first reported a position in Envela in Q3 2022 and held it in 3 quarters.
  • Larson Financial Group's Envela position peaked at $1K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Envela as of Q2 2023.

Based on Larson Financial Group's 13F filing for Q2 2023, filed 3 Aug 2023.