C.M. Bidwell & Associates’s ENVESTNET, INC. ENV Stock Holding History

C.M. Bidwell & Associates’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 Q3	–	Sell	-5	Closed	-$313	–	560
2024 Q2	$313	Hold	5	–	–	﹤0.01%	468
2024 Q1	$290	Buy	+5	New	+$261	﹤0.01%	468

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

C.M. Bidwell & Associates's ENV Position: Q3 2024 in Review

C.M. Bidwell & Associates sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 5 shares — an estimated $313 sold.

C.M. Bidwell & Associates first reported a position in ENV in Q1 2024 and held it in 2 quarters. The position peaked at $313 in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

C.M. Bidwell & Associates reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
C.M. Bidwell & Associates sold 5 ENVESTNET, INC. shares in Q3 2024, an estimated $313.
C.M. Bidwell & Associates first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 2 quarters.
C.M. Bidwell & Associates's ENVESTNET, INC. position peaked at $313 in Q2 2024.
261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2024, filed 13 Nov 2024.