AC
ENV

Athanor Capital’s ENVESTNET, INC. ENV Stock Holding History

Athanor Capital’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
Q2 		– Sell
-4,064
Closed -$294K – 1047
2021
Q1 		$294K Sell
4,064
-4,469
-52% -$347K 0.01% 598
2020
Q4 		$702K Sell
8,533
-1,569
-16% -$126K 0.02% 394
2020
Q3 		$779K Buy
+10,102
New +$807K 0.03% 271

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Athanor Capital's ENV Position: Q2 2021 in Review

Athanor Capital sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 4,064 shares — an estimated $294K sold.

Athanor Capital first reported a position in ENV in Q3 2020 and held it in 3 quarters. The position peaked at $779K in Q3 2020. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

  • Athanor Capital reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
  • Athanor Capital sold 4,064 ENVESTNET, INC. shares in Q2 2021, an estimated $294K.
  • Athanor Capital first reported a position in ENVESTNET, INC. in Q3 2020 and held it in 3 quarters.
  • Athanor Capital's ENVESTNET, INC. position peaked at $779K in Q3 2020.
  • 245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Athanor Capital's 13F filing for Q2 2021, filed 16 Aug 2021.