Question 1

How many shares of PFI does ENVESTNET ASSET MANAGEMENT INC own?

Accepted Answer

ENVESTNET ASSET MANAGEMENT INC previously held 0 shares of PFI (INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF) before exiting the position in 2022-Q1.

Question 2

What is ENVESTNET ASSET MANAGEMENT INC's PFI position worth?

Accepted Answer

ENVESTNET ASSET MANAGEMENT INC's PFI position was last reported at $0 in 2022-Q1 before the exit.

Question 3

Is ENVESTNET ASSET MANAGEMENT INC buying or selling PFI?

Accepted Answer

In 2022-Q1, ENVESTNET ASSET MANAGEMENT INC exited their PFI position entirely (-100.0% change in shares).

Question 4

When did ENVESTNET ASSET MANAGEMENT INC first buy PFI?

Accepted Answer

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in PFI in 2020-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$46.34	0
2021-Q4	Decreased	15,552	-75.7%	$850,000	0.0%	$50.87	0
2021-Q3	Decreased	63,859	-34.0%	$3.4M	0.0%	$49.58	0
2021-Q2	Decreased	96,693	-26.1%	$4.9M	0.0%	$46.50	0
2021-Q1	Increased	130,854	+105.3%	$6.3M	0.0%	$44.48	44
2020-Q4	Decreased	63,736	-1.8%	$2.7M	0.0%	$39.17	0
2020-Q3	Decreased	64,915	-4.7%	$2.4M	0.0%	$33.51	0
2020-Q2	New	68,148	-	$2.3M	0.0%	$30.66	36

PFI8 quarters

PFI
8 quarters