BCM
ENV

Bayesian Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Bayesian Capital 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
2024
Q3 		– Sell
-11,700
Closed -$732K – 1104
2024
Q2 		$732K Buy
+11,700
New +$736K 0.08% 290
2023
Q2 		– Sell
-11,323
Closed -$664K – 1150
2023
Q1 		$664K Buy
11,323
+1,778
+19% +$110K 0.08% 318
2022
Q4 		$589K Buy
+9,545
New +$508K 0.09% 305
2017
Q4 		– Sell
-5,524
Closed -$282K – 842
2017
Q3 		$282K Buy
+5,524
New +$236K 0.07% 377

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bayesian Capital Management's ENV Position: Q3 2024 in Review

Bayesian Capital Management sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 11,700 shares — an estimated $732K sold.

Bayesian Capital Management first reported a position in ENV in Q3 2017 and held it in 4 quarters. The position peaked at $732K in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Bayesian Capital Management reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Bayesian Capital Management sold 11,700 ENVESTNET, INC. shares in Q3 2024, an estimated $732K.
  • Bayesian Capital Management first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 4 quarters.
  • Bayesian Capital Management's ENVESTNET, INC. position peaked at $732K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Bayesian Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.