Benjamin F. Edwards & Company’s ENVESTNET, INC. ENV Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$23K	Buy	375 +63	+20%	+$3.96K	﹤0.01%	1520
2024 Q1	$18K	Hold	312	–	–	﹤0.01%	1567
2023 Q4	$15K	Buy	+312	New	+$12.8K	﹤0.01%	1564
2020 Q3	–	Sell	-90	Closed	-$7K	–	1815
2020 Q2	$7K	Hold	90	–	–	﹤0.01%	1369
2020 Q1	$5K	Hold	90	–	–	﹤0.01%	1450
2019 Q4	$6K	Hold	90	–	–	﹤0.01%	1590
2019 Q3	$5K	Sell	90 -81	-47%	-$5.11K	﹤0.01%	1604
2019 Q2	$12K	Buy	171 +81	+90%	+$5.56K	﹤0.01%	1375
2019 Q1	$6K	Hold	90	–	–	﹤0.01%	1468
2018 Q4	$4K	Hold	90	–	–	﹤0.01%	1534
2018 Q3	$5K	Sell	90 -85	-49%	-$5.14K	﹤0.01%	1432
2018 Q2	$10K	Hold	175	–	–	﹤0.01%	1286
2018 Q1	$10K	Hold	175	–	–	﹤0.01%	1279
2017 Q4	$9K	Hold	175	–	–	﹤0.01%	1254
2017 Q3	$9K	Hold	175	–	–	﹤0.01%	1214
2017 Q2	$7K	Hold	175	–	–	﹤0.01%	1197
2017 Q1	$6K	Buy	+175	New	+$6.37K	﹤0.01%	1145

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Benjamin F. Edwards & Company's ENV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its ENVESTNET, INC. (ENV) stake by 20% in Q2 2024, buying an estimated $3.96K and bringing the position to 375 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Benjamin F. Edwards & Company first reported a position in ENV in Q1 2017 and has held it in 17 quarters since. 252 funds tracked by Wall St. Rank hold ENV as of Q2 2024.

Benjamin F. Edwards & Company held 375 shares of ENVESTNET, INC. worth $23K as of Q2 2024.
Benjamin F. Edwards & Company bought 63 ENVESTNET, INC. shares in Q2 2024, an estimated $3.96K.
ENVESTNET, INC. made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1520 holding.
Benjamin F. Edwards & Company first reported a position in ENVESTNET, INC. in Q1 2017 and has held it in 17 quarters since.
252 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.