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

Bartlett & Co’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	-$3K	–	1227
2020 Q4	$3K	Buy	+32	New	+$2.58K	﹤0.01%	885

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

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

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

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

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 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's ENV Position: Q1 2021 in Review

Bartlett & Co sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 32 shares — an estimated $3K sold.

Bartlett & Co first reported a position in ENV in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

Bartlett & Co reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 32 ENVESTNET, INC. shares in Q1 2021, an estimated $3K.
Bartlett & Co first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 1 quarter.
Bartlett & Co's ENVESTNET, INC. position peaked at $3K in Q4 2020.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.