Cullen/Frost Bankers’s ENVESTNET, INC. ENV Stock Holding History

Cullen/Frost Bankers’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	-862	Closed	-$69K	–	1386
2021 Q3	$69K	Sell	862 -234	-21%	-$17.9K	﹤0.01%	694
2021 Q2	$83K	Sell	1,096 -3,475	-76%	-$256K	﹤0.01%	668
2021 Q1	$330K	Sell	4,571 -55	-1%	-$4.28K	0.01%	453
2020 Q4	$381K	Hold	4,626	–	–	0.01%	391
2020 Q3	$357K	Buy	4,626 +180	+4%	+$14.4K	0.01%	382
2020 Q2	$327K	Buy	+4,446	New	+$291K	0.01%	379

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

ESCM

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

Cullen/Frost Bankers's ENV Position: Q4 2021 in Review

Cullen/Frost Bankers sold out of ENVESTNET, INC. (ENV) in Q4 2021, closing a stake of 862 shares — an estimated $69K sold.

Cullen/Frost Bankers first reported a position in ENV in Q2 2020 and held it in 6 quarters. The position peaked at $381K in Q4 2020. 256 funds tracked by Wall St. Rank hold ENV as of Q4 2021.

Cullen/Frost Bankers reported no remaining ENVESTNET, INC. position as of Q4 2021 after selling out during the quarter.
Cullen/Frost Bankers sold 862 ENVESTNET, INC. shares in Q4 2021, an estimated $69K.
Cullen/Frost Bankers first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 6 quarters.
Cullen/Frost Bankers's ENVESTNET, INC. position peaked at $381K in Q4 2020.
256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2021.

Based on Cullen/Frost Bankers's 13F filing for Q4 2021, filed 7 Feb 2022.