Brown Advisory’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $102M | Sell |
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|
2024
Q2 | $114M | Buy |
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|
2024
Q1 | $100M | Buy |
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|
2023
Q4 | $53.2M | Sell |
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|
2023
Q3 | $54.2M | Buy |
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|
2023
Q2 | $72.9M | Sell |
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|
2023
Q1 | $80.9M | Buy |
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|
2022
Q4 | $84.3M | Sell |
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|
2022
Q3 | $61.3M | Buy |
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|
2022
Q2 | $72.4M | Buy |
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|
2022
Q1 | $54.7M | Sell |
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|
2021
Q4 | $74.3M | Sell |
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|
2021
Q3 | $83.1M | Sell |
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|
2021
Q2 | $79.1M | Buy |
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|
2021
Q1 | $71.4M | Buy |
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|
2020
Q4 | $79M | Buy |
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|
2020
Q3 | $50.1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $11.5M | Buy |
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|
2018
Q4 | $8.56M | Sell |
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|
2018
Q3 | $21.1M | Buy |
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|
2018
Q2 | $18.5M | Buy |
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|
2018
Q1 | $19.2M | Sell |
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|
2017
Q4 | $29.3M | Sell |
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|
2017
Q3 | $45.1M | Buy |
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|
2017
Q2 | $33.4M | Buy |
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|
2017
Q1 | $26.7M | Buy |
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|
2016
Q4 | $24.4M | Buy |
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|
2016
Q3 | $23.9M | Buy |
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|
2016
Q2 | $20.4M | Buy |
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|
2016
Q1 | $15.8M | Buy |
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|
2015
Q4 | $13.1M | Buy |
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|
2015
Q3 | $763K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $204K | Sell |
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|
2014
Q4 | $366K | Sell |
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|
2014
Q3 | $341K | Sell |
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|
2014
Q2 | $374K | Sell |
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|
2014
Q1 | $365K | Buy |
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