Cipher Capital’s ENVESTNET, INC. ENV Stock Holding History

Cipher Capital’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	-4,738	Closed	-$235K	–	654
2023 Q4	$235K	Buy	+4,738	New	+$194K	0.08%	396

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Cipher Capital's ENV Position: Q1 2024 in Review

Cipher Capital sold out of ENVESTNET, INC. (ENV) in Q1 2024, closing a stake of 4,738 shares — an estimated $235K sold.

Cipher Capital first reported a position in ENV in Q4 2023 and held it in 1 quarter. The position peaked at $235K in Q4 2023. 234 funds tracked by Wall St. Rank hold ENV as of Q1 2024.

Cipher Capital reported no remaining ENVESTNET, INC. position as of Q1 2024 after selling out during the quarter.
Cipher Capital sold 4,738 ENVESTNET, INC. shares in Q1 2024, an estimated $235K.
Cipher Capital first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 1 quarter.
Cipher Capital's ENVESTNET, INC. position peaked at $235K in Q4 2023.
234 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.