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ENVENV
4 quarters

Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLCO'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in ENVESTNET INC

As of its Q3 2024 13F, O'Shaughnessy Asset Management held 5,801 shares of ENV (Envestnet), worth $364,187. O'Shaughnessy Asset Management's 13F filings listed ENV from Q1 2024 to Q3 2024, 3 quarterly filings.

Final Value

$0

Final Shares

0

Total Value Change

-$228,050

Total Shares Change

-3,938

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q4
Latest
Exited
0
-100.0%
$00.0%—
0
2024-Q3
Increased
5,801
+22.8%
$364,1870.0%—
29
2024-Q2
Increased
4,725
+20.0%
$295,7380.0%—
28
2024-Q1
New
3,938
-
$228,0500.0%—
32

Other major holders of ENV: BlackRock, Inc., BlackRock Finance, Inc., VANGUARD GROUP INC

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