Question 1

How many shares of ENV does O'SHAUGHNESSY ASSET MANAGEMENT, LLC own?

Accepted Answer

O'SHAUGHNESSY ASSET MANAGEMENT, LLC previously held 0 shares of ENV (ENVESTNET INC) before exiting the position in 2024-Q4.

Question 2

What is O'SHAUGHNESSY ASSET MANAGEMENT, LLC's ENV position worth?

Accepted Answer

O'SHAUGHNESSY ASSET MANAGEMENT, LLC's ENV position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is O'SHAUGHNESSY ASSET MANAGEMENT, LLC buying or selling ENV?

Accepted Answer

In 2024-Q4, O'SHAUGHNESSY ASSET MANAGEMENT, LLC exited their ENV position entirely (-100.0% change in shares).

Question 4

When did O'SHAUGHNESSY ASSET MANAGEMENT, LLC first buy ENV?

Accepted Answer

Based on available 13F filings, O'SHAUGHNESSY ASSET MANAGEMENT, LLC first reported a position in ENV in 2024-Q1. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q3	Increased	5,801	+22.8%	$364,187	0.0%	—	29
2024-Q2	Increased	4,725	+20.0%	$295,738	0.0%	—	28
2024-Q1	New	3,938	-	$228,050	0.0%	—	32

ENV4 quarters

ENV
4 quarters