CWP
ENV

Concord Wealth Partners’s ENVESTNET, INC. ENV Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-114
Closed -$8K – 1437
2022
Q1 		$8K Buy
114
+51
+81% +$3.73K ﹤0.01% 832
2021
Q4 		$5K Buy
+63
New +$5.13K ﹤0.01% 970
2021
Q3 		– Sell
-50
Closed -$4K – 1083
2021
Q2 		$4K Sell
50
-104
-68% -$7.65K ﹤0.01% 796
2021
Q1 		$11K Buy
+154
New +$12K ﹤0.01% 579

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Concord Wealth Partners's ENV Position: Q2 2022 in Review

Concord Wealth Partners sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 114 shares — an estimated $8K sold.

Concord Wealth Partners first reported a position in ENV in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q1 2021. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

  • Concord Wealth Partners reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 114 ENVESTNET, INC. shares in Q2 2022, an estimated $8K.
  • Concord Wealth Partners first reported a position in ENVESTNET, INC. in Q1 2021 and held it in 4 quarters.
  • Concord Wealth Partners's ENVESTNET, INC. position peaked at $11K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.