CIA
ENV

CSat Investment Advisory’s ENVESTNET, INC. ENV Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-519
Closed -$40K – 1091
2020
Q3 		$40K Buy
519
+61
+13% +$4.87K ﹤0.01% 700
2020
Q2 		$34K Buy
+458
New +$29.9K ﹤0.01% 730

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CSat Investment Advisory's ENV Position: Q4 2020 in Review

CSat Investment Advisory sold out of ENVESTNET, INC. (ENV) in Q4 2020, closing a stake of 519 shares — an estimated $40K sold.

CSat Investment Advisory first reported a position in ENV in Q2 2020 and held it in 2 quarters. The position peaked at $40K in Q3 2020. 286 funds tracked by Wall St. Rank hold ENV as of Q4 2020.

  • CSat Investment Advisory reported no remaining ENVESTNET, INC. position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 519 ENVESTNET, INC. shares in Q4 2020, an estimated $40K.
  • CSat Investment Advisory first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's ENVESTNET, INC. position peaked at $40K in Q3 2020.
  • 286 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.