CFG
ENV

Citizens Financial Group’s ENVESTNET, INC. ENV Stock Holding History

Citizens Financial Group’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
2020
Q2 		– Sell
-106
Closed -$6K – 1256
2020
Q1 		$6K Sell
106
-41
-28% -$2.94K ﹤0.01% 854
2019
Q4 		$10K Buy
+147
New +$9.56K ﹤0.01% 765

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citizens Financial Group's ENV Position: Q2 2020 in Review

Citizens Financial Group sold out of ENVESTNET, INC. (ENV) in Q2 2020, closing a stake of 106 shares — an estimated $6K sold.

Citizens Financial Group first reported a position in ENV in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 256 funds tracked by Wall St. Rank hold ENV as of Q2 2020.

  • Citizens Financial Group reported no remaining ENVESTNET, INC. position as of Q2 2020 after selling out during the quarter.
  • Citizens Financial Group sold 106 ENVESTNET, INC. shares in Q2 2020, an estimated $6K.
  • Citizens Financial Group first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 2 quarters.
  • Citizens Financial Group's ENVESTNET, INC. position peaked at $10K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2020.

Based on Citizens Financial Group's 13F filing for Q2 2020, filed 12 Aug 2020.