AE Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

AE Wealth 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
2021 Q4	–	Sell	-8,249	Closed	-$662K	–	1828
2021 Q3	$662K	Buy	+8,249	New	+$630K	0.01%	1037

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

AE Wealth Management's ENV Position: Q4 2021 in Review

AE Wealth Management sold out of ENVESTNET, INC. (ENV) in Q4 2021, closing a stake of 8,249 shares — an estimated $662K sold.

AE Wealth Management first reported a position in ENV in Q3 2021 and held it in 1 quarter. The position peaked at $662K in Q3 2021. 256 funds tracked by Wall St. Rank hold ENV as of Q4 2021.

AE Wealth Management reported no remaining ENVESTNET, INC. position as of Q4 2021 after selling out during the quarter.
AE Wealth Management sold 8,249 ENVESTNET, INC. shares in Q4 2021, an estimated $662K.
AE Wealth Management first reported a position in ENVESTNET, INC. in Q3 2021 and held it in 1 quarter.
AE Wealth Management's ENVESTNET, INC. position peaked at $662K in Q3 2021.
256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.