CFFP
ENV

Center for Financial Planning’s ENVESTNET, INC. ENV Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-110
Closed -$9K – 585
2021
Q4 		$9K Hold
110
– – ﹤0.01% 401
2021
Q3 		$9K Hold
110
– – ﹤0.01% 378
2021
Q2 		$8K Hold
110
– – ﹤0.01% 392
2021
Q1 		$8K Buy
110
+22
+25% +$1.71K ﹤0.01% 420
2020
Q4 		$7K Hold
88
– – ﹤0.01% 381
2020
Q3 		$7K Sell
88
-100
-53% -$7.99K ﹤0.01% 342
2020
Q2 		$14K Hold
188
– – ﹤0.01% 288
2020
Q1 		$10K Hold
188
– – ﹤0.01% 339
2019
Q4 		$13K Buy
+188
New +$12.2K ﹤0.01% 293

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 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
State Street
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Center for Financial Planning's ENV Position: Q1 2022 in Review

Center for Financial Planning sold out of ENVESTNET, INC. (ENV) in Q1 2022, closing a stake of 110 shares — an estimated $9K sold.

Center for Financial Planning first reported a position in ENV in Q4 2019 and held it in 9 quarters. The position peaked at $14K in Q2 2020. 276 funds tracked by Wall St. Rank hold ENV as of Q1 2022.

  • Center for Financial Planning reported no remaining ENVESTNET, INC. position as of Q1 2022 after selling out during the quarter.
  • Center for Financial Planning sold 110 ENVESTNET, INC. shares in Q1 2022, an estimated $9K.
  • Center for Financial Planning first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 9 quarters.
  • Center for Financial Planning's ENVESTNET, INC. position peaked at $14K in Q2 2020.
  • 276 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2022.

Based on Center for Financial Planning's 13F filing for Q1 2022, filed 3 May 2022.