Advisory Services Network’s ENVESTNET, INC. ENV Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-3	Closed	-$176	–	4005
2023 Q1	$176	Buy	+3	New	+$186	﹤0.01%	3862
2020 Q4	–	Sell	-12	Closed	-$967	–	3975
2020 Q3	$1K	Buy	+12	New	+$958	﹤0.01%	3524
2020 Q2	–	Sell	-29	Closed	-$2K	–	3182
2020 Q1	$2K	Sell	29 -14	-33%	-$1K	﹤0.01%	2830
2019 Q4	$3K	Hold	43	–	–	﹤0.01%	2818
2019 Q3	$3K	Hold	43	–	–	﹤0.01%	2607
2019 Q2	$3K	Buy	+43	New	+$2.95K	﹤0.01%	2605

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Advisory Services Network's ENV Position: Q2 2023 in Review

Advisory Services Network sold out of ENVESTNET, INC. (ENV) in Q2 2023, closing a stake of 3 shares — an estimated $176 sold.

Advisory Services Network first reported a position in ENV in Q2 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 228 funds tracked by Wall St. Rank hold ENV as of Q2 2023.

Advisory Services Network reported no remaining ENVESTNET, INC. position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 3 ENVESTNET, INC. shares in Q2 2023, an estimated $176.
Advisory Services Network first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 6 quarters.
Advisory Services Network's ENVESTNET, INC. position peaked at $3K in Q4 2019.
228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.