Question 1

Does Envestnet Asset Management own OCC stock?

Accepted Answer

No. Envestnet Asset Management exited its OCC (Optical Cable) position in Q3 2025. Its Q2 2025 13F listed 18,000 shares worth $52,290.

Question 2

How many shares of OCC does Envestnet Asset Management own?

Accepted Answer

None since Q3 2025, when Envestnet Asset Management exited the position. Its Q2 2025 13F listed 18,000 shares worth $52,290.

Question 3

What is Envestnet Asset Management's OCC position worth?

Accepted Answer

Envestnet Asset Management's OCC position was worth $52,290 in its Q2 2025 13F, before the exit in Q3 2025.

Question 4

Is Envestnet Asset Management buying or selling OCC?

Accepted Answer

In Q3 2025, Envestnet Asset Management exited its entire OCC position.

Question 5

When did Envestnet Asset Management first buy OCC?

Accepted Answer

Envestnet Asset Management first reported OCC in its Q4 2023 13F and listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price
2025-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$8.12
2025-Q2	Unchanged	18,000	0.0%	$52,290	0.0%	$2.91
2025-Q1	Unchanged	18,000	0.0%	$50,220	0.0%	$2.79
2024-Q4	Unchanged	18,000	0.0%	$64,980	0.0%	$3.61
2024-Q3	Unchanged	18,000	0.0%	$48,240	0.0%	$2.68