AIM
ENV

Aigen Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Aigen Investment 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
2024
Q3 		– Sell
-4,394
Closed -$275K – 1078
2024
Q2 		$275K Buy
+4,394
New +$276K 0.05% 513
2023
Q2 		– Sell
-3,571
Closed -$210K – 1030
2023
Q1 		$210K Buy
+3,571
New +$222K 0.03% 514
2021
Q3 		– Sell
-4,973
Closed -$377K – 729
2021
Q2 		$377K Buy
+4,973
New +$366K 0.07% 280

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Aigen Investment Management's ENV Position: Q3 2024 in Review

Aigen Investment Management sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 4,394 shares — an estimated $275K sold.

Aigen Investment Management first reported a position in ENV in Q2 2021 and held it in 3 quarters. The position peaked at $377K in Q2 2021. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Aigen Investment Management reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Aigen Investment Management sold 4,394 ENVESTNET, INC. shares in Q3 2024, an estimated $275K.
  • Aigen Investment Management first reported a position in ENVESTNET, INC. in Q2 2021 and held it in 3 quarters.
  • Aigen Investment Management's ENVESTNET, INC. position peaked at $377K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.