CA
ENV

Cetera Advisors’s ENVESTNET, INC. ENV Stock Holding History

Cetera Advisors’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 		$222K Buy
+3,832
New +$200K ﹤0.01% 2151

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
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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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 $7.3B AUM 41.96% 1-Year Est. Return

Cetera Advisors's ENV Position: Q1 2024 in Review

Cetera Advisors opened a new position in ENVESTNET, INC. (ENV) in Q1 2024: 3,832 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #2151 among its holdings.

234 funds tracked by Wall St. Rank hold ENV as of Q1 2024.

  • Cetera Advisors held 3,832 shares of ENVESTNET, INC. worth $222K as of Q1 2024.
  • ENVESTNET, INC. was a new Cetera Advisors position in Q1 2024.
  • ENVESTNET, INC. made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2151 holding.
  • 234 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.