CIM
ENV

Contravisory Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Contravisory Investment Management’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
2021
Q1 		– Sell
-1,924
Closed -$158K – 293
2020
Q4 		$158K Sell
1,924
-248
-11% -$20K 0.05% 169
2020
Q3 		$168K Hold
2,172
– – 0.06% 160
2020
Q2 		$162K Buy
2,172
+160
+8% +$10.5K 0.06% 160
2020
Q1 		$108K Sell
2,012
-65
-3% -$4.66K 0.05% 177
2019
Q4 		$145K Buy
2,077
+94
+5% +$6.11K 0.05% 168
2019
Q3 		$112K Hold
1,983
– – 0.04% 174
2019
Q2 		$136K Hold
1,983
– – 0.05% 157
2019
Q1 		$130K Sell
1,983
-255
-11% -$14.7K 0.05% 164
2018
Q4 		$110K Hold
2,238
– – 0.05% 169
2018
Q3 		$136K Buy
+2,238
New +$135K 0.05% 168

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Contravisory Investment Management's ENV Position: Q1 2021 in Review

Contravisory Investment Management sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 1,924 shares — an estimated $158K sold.

Contravisory Investment Management first reported a position in ENV in Q3 2018 and held it in 10 quarters. The position peaked at $168K in Q3 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

  • Contravisory Investment Management reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
  • Contravisory Investment Management sold 1,924 ENVESTNET, INC. shares in Q1 2021, an estimated $158K.
  • Contravisory Investment Management first reported a position in ENVESTNET, INC. in Q3 2018 and held it in 10 quarters.
  • Contravisory Investment Management's ENVESTNET, INC. position peaked at $168K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Contravisory Investment Management's 13F filing for Q1 2021, filed 14 Apr 2021.