Capital Advisors Ltd’s ENVESTNET, INC. ENV Stock Holding History

Capital Advisors Ltd’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	Closed	–	–	1474
2022 Q1	$0	Buy	+5	New	+$366	﹤0.01%	1335

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 $7.3B AUM 41.96% 1-Year Est. Return

Capital Advisors Ltd's ENV Position: Q2 2022 in Review

Capital Advisors Ltd sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 5 shares.

Capital Advisors Ltd first reported a position in ENV in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

Capital Advisors Ltd reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
Capital Advisors Ltd sold 5 ENVESTNET, INC. shares in Q2 2022.
Capital Advisors Ltd first reported a position in ENVESTNET, INC. in Q1 2022 and held it in 1 quarter.
Capital Advisors Ltd's ENVESTNET, INC. position peaked at $0 in Q1 2022.
257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on Capital Advisors Ltd's 13F filing for Q2 2022, filed 5 Aug 2022.