1832 Asset Management’s ENVESTNET, INC. ENV Stock Holding History

1832 Asset Management’s Portfolio ENV Stock Details ENV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-50	Closed	-$3K	–	794
2019 Q4	$3K	Buy	+50	New	+$3.25K	﹤0.01%	645

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

1832 Asset Management's ENV Position: Q1 2020 in Review

1832 Asset Management sold out of ENVESTNET, INC. (ENV) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

1832 Asset Management first reported a position in ENV in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 242 funds tracked by Wall St. Rank hold ENV as of Q1 2020.

1832 Asset Management reported no remaining ENVESTNET, INC. position as of Q1 2020 after selling out during the quarter.
1832 Asset Management sold 50 ENVESTNET, INC. shares in Q1 2020, an estimated $3K.
1832 Asset Management first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 1 quarter.
1832 Asset Management's ENVESTNET, INC. position peaked at $3K in Q4 2019.
242 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2020.

Based on 1832 Asset Management's 13F filing for Q1 2020, filed 14 May 2020.