WR Wealth Planners’s Enovix ENVX Stock Holding History

WR Wealth Planners’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
2024 Q4	–	Sell	-457	Closed	-$3.74K	–	1127
2024 Q3	$3.74K	Buy	+457	New	+$4.75K	﹤0.01%	791

Other funds holding ENVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WR Wealth Planners's ENVX Position: Q4 2024 in Review

WR Wealth Planners sold out of Enovix (ENVX) in Q4 2024, closing a stake of 457 shares — an estimated $3.74K sold.

WR Wealth Planners first reported a position in ENVX in Q3 2024 and held it in 1 quarter. The position peaked at $3.74K in Q3 2024. 305 funds tracked by Wall St. Rank hold ENVX as of Q4 2024.

WR Wealth Planners reported no remaining Enovix position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 457 Enovix shares in Q4 2024, an estimated $3.74K.
WR Wealth Planners first reported a position in Enovix in Q3 2024 and held it in 1 quarter.
WR Wealth Planners's Enovix position peaked at $3.74K in Q3 2024.
305 funds tracked by Wall St. Rank held Enovix as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.