ENVESTNET ASSET MANAGEMENT INC SLVO — CREDIT SUISSE AG NASSAU BRH

Ownership history in ENVESTNET ASSET MANAGEMENT INC  ·  16 quarters on record

AI Ownership Summary

ENVESTNET ASSET MANAGEMENT INC reported CREDIT SUISSE AG NASSAU BRH (SLVO) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows SLVO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ENVESTNET ASSET MANAGEMENT INC's position in CREDIT SUISSE AG NASSAU BRH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SLVO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLVO stock page ENVESTNET ASSET MANAGEMENT INC fund profile ENVESTNET ASSET MANAGEMENT INC full holdings
How ENVESTNET ASSET MANAGEMENT INC held SLVO — position size vs. price
% of Fund (quarterly)    SLVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 6,845 +1,504 +28.2% 0.00% $445K 2026-08-03 $62.68
2026 Q1 REDUCED 17.2% -11.7% ✅ 5,341 -1,111 -17.2% 0.00% $475K 2026-05-04 $71.64
2025 Q4 REDUCED — — — 6,452 -22 -0.3% 0.00% $644K 2026-02-10 $69.27
2025 Q3 REDUCED 10.1% +15.8% ❌ 6,474 -727 -10.1% 0.00% $597K 2025-11-05 $56.33
2025 Q2 ADDED — — — 7,201 +1,577 +28.0% 0.00% $577K 2025-08-01 $48.61
2025 Q1 REDUCED — — — 5,624 -19 -0.3% 0.00% $463K 2025-04-29 $43.56
2024 Q4 ADDED — — — 5,643 +19 +0.3% 0.00% $412K 2025-02-13 $42.37
2024 Q3 ADDED — — — 5,624 +120 +2.2% 0.00% $450K 2024-11-07 $41.53
2024 Q2 ADDED — — — 5,504 +1,041 +23.3% 0.00% $442K 2024-08-08 $36.07
2024 Q1 REDUCED — — — 4,463 -230 -4.9% 0.00% $335K 2024-05-13 $36.12
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLVO

As of 2026 Q2 — sorted by position size

Split Rock Private Trading & Wealth Management, LLC 0.55% Brookwood Investment Group LLC 0.03% Belpointe Asset Management LLC 3Y 7Y 0.02% EASTERN BANK 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.0% City State Bank 3Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% VISION FINANCIAL MARKETS LLC 0.0% Grove Bank & Trust 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About ENVESTNET ASSET MANAGEMENT INC and SLVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ENVESTNET ASSET MANAGEMENT INC reported owning SLVO?

ENVESTNET ASSET MANAGEMENT INC reported SLVO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SLVO position in ENVESTNET ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for SLVO was 0.00% in 2025 Q4.

What is the latest reported SLVO position on this page?

The most recent filing on this page is 2026 Q2, when ENVESTNET ASSET MANAGEMENT INC reported 6,845 shares, equal to 0.00% of portfolio, with an estimated market value of $445K.

What does the chart on this SLVO ownership page compare?

The chart compares ENVESTNET ASSET MANAGEMENT INC's quarterly SLVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ENVESTNET ASSET MANAGEMENT INC time their SLVO position?

Based on 13F filing dates vs. subsequent SLVO price moves, ENVESTNET ASSET MANAGEMENT INC correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on SLVO relative to SPY over the holding period was +0.5%.

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