Envestnet Asset Management Inc Pacer Fds Tr Cfra Stovall Eql Transaction History

Envestnet Asset Management Inc

$263 Billion
Q1 2024

A detailed history of Envestnet Asset Management Inc transactions in Pacer Fds Tr Cfra Stovall Eql stock. As of the latest transaction made, Envestnet Asset Management Inc holds 5,430 shares of SZNE stock, worth $197,977. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,430

Previous 6,086 10.78%

Holding current value

$197,977

Previous $221,000 3.17%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$34.99 - $39.51 $22,953 - $25,918	-656 Reduced 10.78%	5,430 $214,000
Q4 2023 Feb 13, 2024	BUY	$30.36 - $36.69 $184,770 - $223,295	6,086 New	6,086 $221,000
Q1 2023 May 11, 2023	SELL	$34.62 - $39.11 $5,089 - $5,749	-147 Reduced 2.53%	5,664 $210,000
Q4 2022 Feb 07, 2023	BUY	$33.15 - $37.07 $192,634 - $215,413	5,811 New	5,811 $200,000
Q2 2022 Aug 03, 2022	SELL	N/A	-5,736 Closed	0 $0

Q1 2022 May 04, 2022	BUY	N/A	39 Added 0.68%	5,736 $213,000
Q4 2021 Feb 04, 2022	BUY	N/A	5,697 New	5,697 $227,000
Q3 2020 Oct 09, 2020	SELL	N/A	-8,711 Closed	0 $0
Q2 2020 Jul 08, 2020	BUY	N/A	8,711 New	8,711 $226,000
Q1 2020 Apr 23, 2020	SELL	N/A	-10,719 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	N/A	10,719 New	10,719 $334,000

Others Institutions Holding SZNE

# of Institutions

Shares Held

591K

Call Options Held

Put Options Held

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About PACER FDS TR CFRA-STOVALL EQL

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Envestnet Asset Management Inc Pacer Fds Tr Cfra Stovall Eql Transaction History