AtonRa Partners
- SEC CIK
- 0001846445
- Latest filing
- Feb 5, 2024
ENV holding history
Envestnet, Inc. in every 13F filed by AtonRa Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ENV overviewAll 13F holders of ENVFull Q4 2023 holdings
- Shares (Q4 2023)
- 4,596
- Value
- $227.6K
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 4,596 | $227.6K | 0.5% | −1,532−25.0% | Reduced | Holders |
| Q3 2023 | 6,128 | $269.8K | 0.6% | −1,495−19.6% | Reduced | Holders |
| Q2 2023 | 7,623 | $452.4K | 0.7% | −961−11.2% | Reduced | Holders |
| Q1 2023 | 8,584 | $503.6K | 0.7% | −2,204−20.4% | Reduced | Holders |
| Q4 2022 | 10,788 | $665.6K | 0.8% | −215−2.0% | Reduced | Holders |
| Q3 2022 | 11,003 | $489.0K | 0.5% | −732−6.2% | Reduced | Holders |
| Q2 2022 | 11,735 | $619.0K | 0.6% | +11,735 | New | Holders |