COI
ENV

Connable Office Inc’s ENVESTNET, INC. ENV Stock Holding History

Connable Office Inc’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
Q2 		– Sell
-7,329
Closed -$424K – 226
2024
Q1 		$424K Buy
7,329
+359
+5% +$18.7K 0.05% 153
2023
Q4 		$345K Buy
+6,970
New +$285K 0.04% 169
2023
Q3 		– Sell
-7,044
Closed -$418K – 211
2023
Q2 		$418K Hold
7,044
– – 0.06% 138
2023
Q1 		$413K Buy
+7,044
New +$437K 0.06% 144

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $7.3B AUM 41.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Connable Office Inc's ENV Position: Q2 2024 in Review

Connable Office Inc sold out of ENVESTNET, INC. (ENV) in Q2 2024, closing a stake of 7,329 shares — an estimated $424K sold.

Connable Office Inc first reported a position in ENV in Q1 2023 and held it in 4 quarters. The position peaked at $424K in Q1 2024. 252 funds tracked by Wall St. Rank hold ENV as of Q2 2024.

  • Connable Office Inc reported no remaining ENVESTNET, INC. position as of Q2 2024 after selling out during the quarter.
  • Connable Office Inc sold 7,329 ENVESTNET, INC. shares in Q2 2024, an estimated $424K.
  • Connable Office Inc first reported a position in ENVESTNET, INC. in Q1 2023 and held it in 4 quarters.
  • Connable Office Inc's ENVESTNET, INC. position peaked at $424K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2024.

Based on Connable Office Inc's 13F filing for Q2 2024, filed 7 Aug 2024.