AAS
ENV

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

Ameritas Advisory Services’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
-25
Closed -$1.65K – 2724
2023
Q1 		$1.65K Buy
+25
New +$1.55K ﹤0.01% 2450

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

Ameritas Advisory Services sold out of ENVESTNET, INC. (ENV) in Q2 2023, closing a stake of 25 shares — an estimated $1.65K sold.

Ameritas Advisory Services first reported a position in ENV in Q1 2023 and held it in 1 quarter. The position peaked at $1.65K in Q1 2023. 228 funds tracked by Wall St. Rank hold ENV as of Q2 2023.

  • Ameritas Advisory Services reported no remaining ENVESTNET, INC. position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 25 ENVESTNET, INC. shares in Q2 2023, an estimated $1.65K.
  • Ameritas Advisory Services first reported a position in ENVESTNET, INC. in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's ENVESTNET, INC. position peaked at $1.65K in Q1 2023.
  • 228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.