BCWM
ENV

Bartlett & Co Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-32
Closed -$2.63K – 1238
2020
Q4 		$2.63K Buy
+32
New +$2.58K ﹤0.01% 880

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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Bartlett & Co Wealth Management's ENV Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 32 shares — an estimated $2.63K sold.

Bartlett & Co Wealth Management first reported a position in ENV in Q4 2020 and held it in 1 quarter. The position peaked at $2.63K in Q4 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 32 ENVESTNET, INC. shares in Q1 2021, an estimated $2.63K.
  • Bartlett & Co Wealth Management first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's ENVESTNET, INC. position peaked at $2.63K in Q4 2020.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.