Atom Investors’s ENVESTNET, INC. ENV Stock Holding History

Atom Investors’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 Q4	–	Sell	-12,950	Closed	-$570K	–	576
2023 Q3	$570K	Buy	12,950 +3,131	+32%	+$172K	0.13%	209
2023 Q2	$583K	Sell	9,819 -22,048	-69%	-$1.28M	0.22%	99
2023 Q1	$1.87M	Buy	+31,867	New	+$1.98M	1.02%	15
2022 Q3	–	Sell	-7,096	Closed	-$374K	–	400
2022 Q2	$374K	Buy	+7,096	New	+$485K	0.16%	133
2019 Q4	–	Sell	-33,867	Closed	-$1.92M	–	354
2019 Q3	$1.92M	Buy	+33,867	New	+$2.14M	0.13%	157

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Atom Investors's ENV Position: Q4 2023 in Review

Atom Investors sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 12,950 shares — an estimated $570K sold.

Atom Investors first reported a position in ENV in Q3 2019 and held it in 5 quarters. The position peaked at $1.92M in Q3 2019. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

Atom Investors reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
Atom Investors sold 12,950 ENVESTNET, INC. shares in Q4 2023, an estimated $570K.
Atom Investors first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 5 quarters.
Atom Investors's ENVESTNET, INC. position peaked at $1.92M in Q3 2019.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Atom Investors's 13F filing for Q4 2023, filed 14 Feb 2024.