DZ Bank
ENV

DZ Bank’s ENVESTNET, INC. ENV Stock Holding History

DZ Bank’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
2023
Q2 		– Sell
-183
Closed -$10.7K – 1131
2023
Q1 		$10.7K Buy
+183
New +$11.4K ﹤0.01% 1013

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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

DZ Bank's ENV Position: Q2 2023 in Review

DZ Bank sold out of ENVESTNET, INC. (ENV) in Q2 2023, closing a stake of 183 shares — an estimated $10.7K sold.

DZ Bank first reported a position in ENV in Q1 2023 and held it in 1 quarter. The position peaked at $10.7K in Q1 2023. 228 funds tracked by Wall St. Rank hold ENV as of Q2 2023.

  • DZ Bank reported no remaining ENVESTNET, INC. position as of Q2 2023 after selling out during the quarter.
  • DZ Bank sold 183 ENVESTNET, INC. shares in Q2 2023, an estimated $10.7K.
  • DZ Bank first reported a position in ENVESTNET, INC. in Q1 2023 and held it in 1 quarter.
  • DZ Bank's ENVESTNET, INC. position peaked at $10.7K in Q1 2023.
  • 228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2023.

Based on DZ Bank's 13F filing for Q2 2023, filed 14 Aug 2023.