CCA
ENV

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

Column Capital 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
2020
Q3 		– Sell
-24
Closed -$1K – 923
2020
Q2 		$1K Buy
+24
New +$1.57K ﹤0.01% 824

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Column Capital Advisors's ENV Position: Q3 2020 in Review

Column Capital Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2020, closing a stake of 24 shares — an estimated $1K sold.

Column Capital Advisors first reported a position in ENV in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 273 funds tracked by Wall St. Rank hold ENV as of Q3 2020.

  • Column Capital Advisors reported no remaining ENVESTNET, INC. position as of Q3 2020 after selling out during the quarter.
  • Column Capital Advisors sold 24 ENVESTNET, INC. shares in Q3 2020, an estimated $1K.
  • Column Capital Advisors first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 1 quarter.
  • Column Capital Advisors's ENVESTNET, INC. position peaked at $1K in Q2 2020.
  • 273 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2020.

Based on Column Capital Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.