BCI
ENV

Brinker Capital Investments’s ENVESTNET, INC. ENV Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-51,332
Closed -$4.22M – 1310
2020
Q4 		$4.22M Buy
51,332
+25,398
+98% +$2.05M 0.07% 360
2020
Q3 		$2M Buy
+25,934
New +$2.07M 0.03% 474

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Brinker Capital Investments's ENV Position: Q1 2021 in Review

Brinker Capital Investments sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 51,332 shares — an estimated $4.22M sold.

Brinker Capital Investments first reported a position in ENV in Q3 2020 and held it in 2 quarters. The position peaked at $4.22M in Q4 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

  • Brinker Capital Investments reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
  • Brinker Capital Investments sold 51,332 ENVESTNET, INC. shares in Q1 2021, an estimated $4.22M.
  • Brinker Capital Investments first reported a position in ENVESTNET, INC. in Q3 2020 and held it in 2 quarters.
  • Brinker Capital Investments's ENVESTNET, INC. position peaked at $4.22M in Q4 2020.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Brinker Capital Investments's 13F filing for Q1 2021, filed 12 May 2021.