BCA
ENV

Berman Capital Advisors’s ENVESTNET, INC. ENV Stock Holding History

Berman Capital Advisors’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
Q3 		$2K Hold
26
– – ﹤0.01% 1781
2021
Q2 		$1K Hold
26
– – ﹤0.01% 1870
2021
Q1 		$1K Sell
26
-16
-38% -$1.24K ﹤0.01% 1749
2020
Q4 		$3K Hold
42
– – ﹤0.01% 1360
2020
Q3 		$3K Hold
42
– – ﹤0.01% 1243
2020
Q2 		$3K Buy
+42
New +$2.74K ﹤0.01% 1215

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Berman Capital Advisors's ENV Position: Q3 2021 in Review

Berman Capital Advisors held its ENVESTNET, INC. (ENV) position steady in Q3 2021 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Berman Capital Advisors first reported a position in ENV in Q2 2020 and has held it in 6 quarters since. The position peaked at $3K in Q4 2020. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

  • Berman Capital Advisors held 26 shares of ENVESTNET, INC. worth $2K as of Q3 2021.
  • Berman Capital Advisors left its ENVESTNET, INC. share count unchanged in Q3 2021.
  • ENVESTNET, INC. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1781 holding.
  • Berman Capital Advisors first reported a position in ENVESTNET, INC. in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's ENVESTNET, INC. position peaked at $3K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.