Atlanta Capital Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $30.9M | Buy |
695,601
+14,617
| +2% | +$649K | 0.14% | 133 |
|
|
2022
Q2 | $35.9M | Sell |
680,984
-32,357
| -5% | -$1.71M | 0.15% | 129 |
|
|
2022
Q1 | $53.1M | Sell |
713,341
-4,458
| -0.6% | -$332K | 0.2% | 118 |
|
|
2021
Q4 | $57M | Buy |
717,799
+36,421
| +5% | +$2.89M | 0.19% | 117 |
|
|
2021
Q3 | $54.7M | Sell |
681,378
-19,996
| -3% | -$1.6M | 0.2% | 116 |
|
|
2021
Q2 | $53.2M | Buy |
701,374
+17,023
| +2% | +$1.29M | 0.18% | 124 |
|
|
2021
Q1 | $49.4M | Buy |
684,351
+103,320
| +18% | +$7.46M | 0.17% | 124 |
|
|
2020
Q4 | $47.8M | Sell |
581,031
-21,552
| -4% | -$1.77M | 0.17% | 127 |
|
|
2020
Q3 | $46.5M | Buy |
602,583
+3,325
| +0.6% | +$257K | 0.19% | 122 |
|
|
2020
Q2 | $44.1M | Buy |
599,258
+76,753
| +15% | +$5.64M | 0.19% | 121 |
|
|
2020
Q1 | $28.1M | Buy |
522,505
+32,788
| +7% | +$1.76M | 0.15% | 131 |
|
|
2019
Q4 | $34.1M | Buy |
489,717
+23,267
| +5% | +$1.62M | 0.14% | 121 |
|
|
2019
Q3 | $26.4M | Buy |
466,450
+11,277
| +2% | +$639K | 0.11% | 133 |
|
|
2019
Q2 | $31.1M | Sell |
455,173
-27,894
| -6% | -$1.91M | 0.14% | 120 |
|
|
2019
Q1 | $31.6M | Sell |
483,067
-16,854
| -3% | -$1.1M | 0.15% | 115 |
|
|
2018
Q4 | $24.6M | Sell |
499,921
-6,113
| -1% | -$301K | 0.14% | 127 |
|
|
2018
Q3 | $30.8M | Sell |
506,034
-4,397
| -0.9% | -$268K | 0.14% | 117 |
|
|
2018
Q2 | $28M | Sell |
510,431
-7,863
| -2% | -$432K | 0.14% | 117 |
|
|
2018
Q1 | $29.7M | Sell |
518,294
-18,828
| -4% | -$1.08M | 0.15% | 112 |
|
|
2017
Q4 | $26.8M | Buy |
537,122
+90,786
| +20% | +$4.53M | 0.14% | 116 |
|
|
2017
Q3 | $22.8M | Buy |
+446,336
| New | +$22.8M | 0.13% | 126 |
|