American Century Companies’s ENVESTNET, INC. ENV Stock Holding History

American Century Companies’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 Q1	–	Sell	-34,309	Closed	-$1.7M	–	2999
2023 Q4	$1.7M	Buy	+34,309	New	+$1.4M	﹤0.01%	1852
2021 Q2	–	Sell	-145,941	Closed	-$10.5M	–	2390
2021 Q1	$10.5M	Sell	145,941 -814,514	-85%	-$63.3M	0.01%	771
2020 Q4	$79M	Sell	960,455 -72,286	-7%	-$5.83M	0.06%	298
2020 Q3	$79.7M	Buy	1,032,741 +33,866	+3%	+$2.7M	0.07%	279
2020 Q2	$73.5M	Buy	998,875 +101,014	+11%	+$6.6M	0.07%	275
2020 Q1	$48.3M	Buy	+897,861	New	+$64.3M	0.06%	305
2019 Q2	–	Sell	-72,631	Closed	-$4.75M	–	1421
2019 Q1	$4.75M	Sell	72,631 -75,187	-51%	-$4.33M	﹤0.01%	831
2018 Q4	$7.27M	Sell	147,818 -9,734	-6%	-$522K	0.01%	680
2018 Q3	$9.6M	Buy	157,552 +1,784	+1%	+$108K	0.01%	658
2018 Q2	$8.56M	Buy	155,768 +1,944	+1%	+$108K	0.01%	685
2018 Q1	$8.81M	Sell	153,824 -937	-0.6%	-$51.5K	0.01%	669
2017 Q4	$7.71M	Buy	154,761 +105,648	+215%	+$5.47M	0.01%	733
2017 Q3	$2.5M	Buy	+49,113	New	+$2.1M	﹤0.01%	1000
2016 Q1	–	Sell	-156,600	Closed	-$4.67M	–	1451
2015 Q4	$4.67M	Sell	156,600 -18,599	-11%	-$573K	0.01%	853
2015 Q3	$5.25M	Buy	175,199 +50,280	+40%	+$1.84M	0.01%	816
2015 Q2	$5.05M	Sell	124,919 -21,535	-15%	-$1.04M	0.01%	837
2015 Q1	$8.21M	Buy	146,454 +5,200	+4%	+$277K	0.01%	718
2014 Q4	$6.94M	Buy	141,254 +12,496	+10%	+$587K	0.01%	785
2014 Q3	$5.79M	Buy	128,758 +20,674	+19%	+$947K	0.01%	824
2014 Q2	$5.29M	Sell	108,084 -13,726	-11%	-$555K	0.01%	872
2014 Q1	$4.89M	Buy	+121,810	New	+$5.22M	0.01%	910

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

American Century Companies's ENV Position: Q1 2024 in Review

American Century Companies sold out of ENVESTNET, INC. (ENV) in Q1 2024, closing a stake of 34,309 shares — an estimated $1.7M sold.

American Century Companies first reported a position in ENV in Q1 2014 and held it in 21 quarters. The position peaked at $79.7M in Q3 2020. 234 funds tracked by Wall St. Rank hold ENV as of Q1 2024.

American Century Companies reported no remaining ENVESTNET, INC. position as of Q1 2024 after selling out during the quarter.
American Century Companies sold 34,309 ENVESTNET, INC. shares in Q1 2024, an estimated $1.7M.
American Century Companies first reported a position in ENVESTNET, INC. in Q1 2014 and held it in 21 quarters.
American Century Companies's ENVESTNET, INC. position peaked at $79.7M in Q3 2020.
234 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2024.

Based on American Century Companies's 13F filing for Q1 2024, filed 14 May 2024.