BAM
ENV

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

Belpointe 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
2023
Q2 		– Sell
-241
Closed -$14.1K – 3721
2023
Q1 		$14.1K Buy
241
+141
+141% +$8.75K ﹤0.01% 2516
2022
Q4 		$6.17K Buy
+100
New +$5.33K ﹤0.01% 2840

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Belpointe Asset Management's ENV Position: Q2 2023 in Review

Belpointe Asset Management sold out of ENVESTNET, INC. (ENV) in Q2 2023, closing a stake of 241 shares — an estimated $14.1K sold.

Belpointe Asset Management first reported a position in ENV in Q4 2022 and held it in 2 quarters. The position peaked at $14.1K in Q1 2023. 228 funds tracked by Wall St. Rank hold ENV as of Q2 2023.

  • Belpointe Asset Management reported no remaining ENVESTNET, INC. position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 241 ENVESTNET, INC. shares in Q2 2023, an estimated $14.1K.
  • Belpointe Asset Management first reported a position in ENVESTNET, INC. in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's ENVESTNET, INC. position peaked at $14.1K in Q1 2023.
  • 228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.