BOK Financial’s ENVESTNET, INC. ENV Stock Holding History

BOK Financial’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
2022 Q2	–	Sell	-5,443	Closed	-$405K	–	1017
2022 Q1	$405K	Buy	+5,443	New	+$399K	0.01%	774

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

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 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

BOK Financial's ENV Position: Q2 2022 in Review

BOK Financial sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 5,443 shares — an estimated $405K sold.

BOK Financial first reported a position in ENV in Q1 2022 and held it in 1 quarter. The position peaked at $405K in Q1 2022. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

BOK Financial reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
BOK Financial sold 5,443 ENVESTNET, INC. shares in Q2 2022, an estimated $405K.
BOK Financial first reported a position in ENVESTNET, INC. in Q1 2022 and held it in 1 quarter.
BOK Financial's ENVESTNET, INC. position peaked at $405K in Q1 2022.
257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on BOK Financial's 13F filing for Q2 2022, filed 11 Aug 2022.