AAM
ENV

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

Advisors 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
2022
Q1 		– Sell
-477
Closed -$38K – 1565
2021
Q4 		$38K Hold
477
– – ﹤0.01% 1451
2021
Q3 		$38K Sell
477
-639
-57% -$48.8K ﹤0.01% 1419
2021
Q2 		$85K Sell
1,116
-40
-3% -$2.94K ﹤0.01% 1327
2021
Q1 		$83K Sell
1,156
-868
-43% -$67.5K ﹤0.01% 1360
2020
Q4 		$167K Sell
2,024
-853
-30% -$68.7K ﹤0.01% 1268
2020
Q3 		$222K Sell
2,877
-262
-8% -$20.9K ﹤0.01% 1148
2020
Q2 		$231K Buy
3,139
+224
+8% +$14.6K ﹤0.01% 1131
2020
Q1 		$157K Buy
2,915
+85
+3% +$6.09K ﹤0.01% 1152
2019
Q4 		$197K Buy
2,830
+520
+23% +$33.8K ﹤0.01% 1219
2019
Q3 		$131K Buy
2,310
+189
+9% +$11.9K ﹤0.01% 1256
2019
Q2 		$145K Buy
2,121
+147
+7% +$10.1K ﹤0.01% 1245
2019
Q1 		$129K Buy
1,974
+791
+67% +$45.5K ﹤0.01% 1457
2018
Q4 		$58K Buy
+1,183
New +$63.4K ﹤0.01% 1412

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Advisors Asset Management's ENV Position: Q1 2022 in Review

Advisors Asset Management sold out of ENVESTNET, INC. (ENV) in Q1 2022, closing a stake of 477 shares — an estimated $38K sold.

Advisors Asset Management first reported a position in ENV in Q4 2018 and held it in 13 quarters. The position peaked at $231K in Q2 2020. 276 funds tracked by Wall St. Rank hold ENV as of Q1 2022.

  • Advisors Asset Management reported no remaining ENVESTNET, INC. position as of Q1 2022 after selling out during the quarter.
  • Advisors Asset Management sold 477 ENVESTNET, INC. shares in Q1 2022, an estimated $38K.
  • Advisors Asset Management first reported a position in ENVESTNET, INC. in Q4 2018 and held it in 13 quarters.
  • Advisors Asset Management's ENVESTNET, INC. position peaked at $231K in Q2 2020.
  • 276 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2022.

Based on Advisors Asset Management's 13F filing for Q1 2022, filed 17 May 2022.