Credit Suisse’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.56M | Buy |
61,518
+1,389
| +2% | +$72.5K | ﹤0.01% | 1496 |
|
|
2023
Q4 | $2.98M | Buy |
60,129
+5,649
| +10% | +$231K | ﹤0.01% | 1652 |
|
|
2023
Q3 | $2.4M | Sell |
54,480
-1,493
| -3% | -$82K | ﹤0.01% | 1714 |
|
|
2023
Q2 | $3.32M | Sell |
55,973
-3,483
| -6% | -$202K | ﹤0.01% | 1595 |
|
|
2023
Q1 | $3.49M | Sell |
59,456
-55,679
| -48% | -$3.46M | ﹤0.01% | 1542 |
|
|
2022
Q4 | $7.1M | Buy |
115,135
+12,357
| +12% | +$658K | 0.01% | 1093 |
|
|
2022
Q3 | $4.56M | Buy |
102,778
+711
| +0.7% | +$37.9K | 0.01% | 1308 |
|
|
2022
Q2 | $5.39M | Sell |
102,067
-122,459
| -55% | -$8.37M | 0.01% | 1239 |
|
|
2022
Q1 | $16.7M | Sell |
224,526
-39,610
| -15% | -$2.9M | 0.01% | 833 |
|
|
2021
Q4 | $21M | Buy |
264,136
+70,263
| +36% | +$5.72M | 0.01% | 1066 |
|
|
2021
Q3 | $15.6M | Sell |
193,873
-7,714
| -4% | -$589K | 0.01% | 1231 |
|
|
2021
Q2 | $15.7M | Buy |
201,587
+33,555
| +20% | +$2.47M | 0.01% | 1281 |
|
|
2021
Q1 | $12.1M | Buy |
168,032
+61,462
| +58% | +$4.78M | 0.01% | 1451 |
|
|
2020
Q4 | $8.77M | Buy |
106,570
+11,027
| +12% | +$889K | ﹤0.01% | 1674 |
|
|
2020
Q3 | $7.37M | Buy |
95,543
+53,092
| +125% | +$4.24M | ﹤0.01% | 1541 |
|
|
2020
Q2 | $3.12M | Buy |
42,451
+2,631
| +7% | +$172K | ﹤0.01% | 2043 |
|
|
2020
Q1 | $2.14M | Buy |
39,820
+1,455
| +4% | +$104K | ﹤0.01% | 2091 |
|
|
2019
Q4 | $2.67M | Buy |
38,365
+1,267
| +3% | +$82.4K | ﹤0.01% | 2377 |
|
|
2019
Q3 | $2.1M | Buy |
37,098
+8,765
| +31% | +$553K | ﹤0.01% | 2428 |
|
|
2019
Q2 | $1.94M | Sell |
28,333
-15,654
| -36% | -$1.07M | ﹤0.01% | 2480 |
|
|
2019
Q1 | $2.88M | Sell |
43,987
-1,645
| -4% | -$94.7K | ﹤0.01% | 2106 |
|
|
2018
Q4 | $2.25M | Buy |
45,632
+1,763
| +4% | +$94.5K | ﹤0.01% | 2149 |
|
|
2018
Q3 | $2.67M | Buy |
43,869
+2,507
| +6% | +$152K | ﹤0.01% | 2143 |
|
|
2018
Q2 | $2.27M | Sell |
41,362
-20,510
| -33% | -$1.14M | ﹤0.01% | 2349 |
|
|
2018
Q1 | $3.55M | Buy |
61,872
+24,394
| +65% | +$1.34M | ﹤0.01% | 1962 |
|
|
2017
Q4 | $1.87M | Sell |
37,478
-9,948
| -21% | -$515K | ﹤0.01% | 2486 |
|
|
2017
Q3 | $2.42M | Buy |
47,426
+24,232
| +104% | +$1.04M | ﹤0.01% | 2384 |
|
|
2017
Q2 | $918K | Sell |
23,194
-8,002
| -26% | -$288K | ﹤0.01% | 2761 |
|
|
2017
Q1 | $1.01M | Sell |
31,196
-957
| -3% | -$34.8K | ﹤0.01% | 2859 |
|
|
2016
Q4 | $1.13M | Sell |
32,153
-6,311
| -16% | -$226K | ﹤0.01% | 2924 |
|
|
2016
Q3 | $1.4M | Sell |
38,464
-8,315
| -18% | -$316K | ﹤0.01% | 2662 |
|
|
2016
Q2 | $1.56M | Buy |
46,779
+14,601
| +45% | +$471K | ﹤0.01% | 2536 |
|
|
2016
Q1 | $875K | Buy |
32,178
+14,878
| +86% | +$349K | ﹤0.01% | 2832 |
|
|
2015
Q4 | $516K | Sell |
17,300
-605
| -3% | -$18.6K | ﹤0.01% | 3357 |
|
|
2015
Q3 | $536K | Sell |
17,905
-28,757
| -62% | -$1.05M | ﹤0.01% | 3349 |
|
|
2015
Q2 | $1.89M | Buy |
46,662
+31,905
| +216% | +$1.54M | ﹤0.01% | 2599 |
|
|
2015
Q1 | $828K | Sell |
14,757
-21,984
| -60% | -$1.17M | ﹤0.01% | 3152 |
|
|
2014
Q4 | $1.8M | Buy |
36,741
+19,817
| +117% | +$931K | ﹤0.01% | 2625 |
|
|
2014
Q3 | $762K | Sell |
16,924
-30,479
| -64% | -$1.4M | ﹤0.01% | 3297 |
|
|
2014
Q2 | $2.32M | Buy |
47,403
+16,445
| +53% | +$665K | ﹤0.01% | 2591 |
|
|
2014
Q1 | $1.24M | Buy |
30,958
+6,311
| +26% | +$270K | ﹤0.01% | 2927 |
|
|
2013
Q4 | $993K | Buy |
24,647
+10,035
| +69% | +$366K | ﹤0.01% | 3287 |
|
|
2013
Q3 | $453K | Sell |
14,612
-106,724
| -88% | -$2.96M | ﹤0.01% | 3554 |
|
|
2013
Q2 | $2.98M | Buy |
+121,336
| New | +$2.46M | ﹤0.01% | 1972 |
|
Other funds holding ENV
IC
VBA
SIMG
Credit Suisse's ENV Position: Q1 2024 in Review
Credit Suisse increased its ENVESTNET, INC. (ENV) stake by 2.3% in Q1 2024, buying an estimated $72.5K and bringing the position to 61,518 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1496.
Credit Suisse first reported a position in ENV in Q2 2013 and has held it in 44 quarters since. The position peaked at $21M in Q4 2021. 234 funds tracked by Wall St. Rank hold ENV as of Q1 2024.
- Credit Suisse held 61,518 shares of ENVESTNET, INC. worth $3.56M as of Q1 2024.
- Credit Suisse bought 1,389 ENVESTNET, INC. shares in Q1 2024, an estimated $72.5K.
- ENVESTNET, INC. made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1496 holding.
- Credit Suisse first reported a position in ENVESTNET, INC. in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's ENVESTNET, INC. position peaked at $21M in Q4 2021.
- 234 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.