BGAI
ENV

Bruce G. Allen Investments’s ENVESTNET, INC. ENV Stock Holding History

Bruce G. Allen 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
2024
Q1 		– Sell
-56
Closed -$2.77K – 1049
2023
Q4 		$2.77K Buy
+56
New +$2.29K ﹤0.01% 692

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Bruce G. Allen Investments's ENV Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of ENVESTNET, INC. (ENV) in Q1 2024, closing a stake of 56 shares — an estimated $2.77K sold.

Bruce G. Allen Investments first reported a position in ENV in Q4 2023 and held it in 1 quarter. The position peaked at $2.77K in Q4 2023. 234 funds tracked by Wall St. Rank hold ENV as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining ENVESTNET, INC. position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 56 ENVESTNET, INC. shares in Q1 2024, an estimated $2.77K.
  • Bruce G. Allen Investments first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's ENVESTNET, INC. position peaked at $2.77K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.