AssetMark Inc’s ENVESTNET, INC. ENV Stock Holding History

AssetMark Inc’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
2022 Q3	–	Sell	-4	Closed	–	–	1663
2022 Q2	$0	Buy	+4	New	+$274	﹤0.01%	1738

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ESCM

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

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

SIMG

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

AssetMark Inc's ENV Position: Q3 2022 in Review

AssetMark Inc sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 4 shares.

AssetMark Inc first reported a position in ENV in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

AssetMark Inc reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
AssetMark Inc sold 4 ENVESTNET, INC. shares in Q3 2022.
AssetMark Inc first reported a position in ENVESTNET, INC. in Q2 2022 and held it in 1 quarter.
AssetMark Inc's ENVESTNET, INC. position peaked at $0 in Q2 2022.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on AssetMark Inc's 13F filing for Q3 2022, filed 1 Nov 2022.