OCM
ENV

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

Opti 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
2023
Q1 		– Sell
-164,425
Closed -$10.1M – 54
2022
Q4 		$10.1M Buy
+164,425
New +$10.1M 0.87% 35