OFCM
ENV

One Fin Capital Management’s ENVESTNET, INC. ENV Stock Holding History

One Fin 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
-269,500
Closed -$16.9M – 23
2024
Q3 		$16.9M Sell
269,500
-20,000
-7% -$1.25M 6.38% 7
2024
Q2 		$18.1M Hold
289,500
– – 6.5% 4
2024
Q1 		$16.8M Hold
289,500
– – 5.72% 6
2023
Q4 		$14.3M Buy
+289,500
New +$14.3M 5.46% 10