Creative Financial Designs’s ENVESTNET, INC. ENV Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-219	Closed	-$18K	–	1513
2021 Q3	$18K	Hold	219	–	–	﹤0.01%	897
2021 Q2	$17K	Hold	219	–	–	﹤0.01%	908
2021 Q1	$16K	Hold	219	–	–	﹤0.01%	842
2020 Q4	$18K	Hold	219	–	–	﹤0.01%	752
2020 Q3	$17K	Hold	219	–	–	﹤0.01%	700
2020 Q2	$16K	Buy	+219	New	+$14.3K	﹤0.01%	655

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Creative Financial Designs's ENV Position: Q4 2021 in Review

Creative Financial Designs sold out of ENVESTNET, INC. (ENV) in Q4 2021, closing a stake of 219 shares — an estimated $18K sold.

Creative Financial Designs first reported a position in ENV in Q2 2020 and held it in 6 quarters. The position peaked at $18K in Q3 2021. 256 funds tracked by Wall St. Rank hold ENV as of Q4 2021.

Creative Financial Designs reported no remaining ENVESTNET, INC. position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 219 ENVESTNET, INC. shares in Q4 2021, an estimated $18K.
Creative Financial Designs first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's ENVESTNET, INC. position peaked at $18K in Q3 2021.
256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.