Bellevue Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Bellevue Asset 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	-28	Closed	-$1.75K	–	472
2024 Q2	$1.75K	Hold	28	–	–	﹤0.01%	423
2024 Q1	$1.62K	Hold	28	–	–	﹤0.01%	431
2023 Q4	$1.39K	Hold	28	–	–	﹤0.01%	432
2023 Q3	$1.23K	Hold	28	–	–	﹤0.01%	435
2023 Q2	$1.66K	Hold	28	–	–	﹤0.01%	429
2023 Q1	$1.64K	Hold	28	–	–	﹤0.01%	438
2022 Q4	$1.72K	Hold	28	–	–	﹤0.01%	415
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	495
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	501
2022 Q1	$2K	Sell	28 -8	-22%	-$586	﹤0.01%	499
2021 Q4	$3K	Sell	36 -2	-5%	-$163	﹤0.01%	472
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	499
2021 Q2	$3K	Sell	38 -5	-12%	-$368	﹤0.01%	496
2021 Q1	$3K	Sell	43 -2	-4%	-$156	﹤0.01%	549
2020 Q4	$4K	Sell	45 -9	-17%	-$725	﹤0.01%	498
2020 Q3	$4K	Hold	54	–	–	﹤0.01%	464
2020 Q2	$4K	Hold	54	–	–	﹤0.01%	457
2020 Q1	$3K	Buy	+54	New	+$3.87K	﹤0.01%	486

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bellevue Asset Management's ENV Position: Q3 2024 in Review

Bellevue Asset Management sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 28 shares — an estimated $1.75K sold.

Bellevue Asset Management first reported a position in ENV in Q1 2020 and held it in 18 quarters. The position peaked at $4K in Q4 2020. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

Bellevue Asset Management reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
Bellevue Asset Management sold 28 ENVESTNET, INC. shares in Q3 2024, an estimated $1.75K.
Bellevue Asset Management first reported a position in ENVESTNET, INC. in Q1 2020 and held it in 18 quarters.
Bellevue Asset Management's ENVESTNET, INC. position peaked at $4K in Q4 2020.
261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Bellevue Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.