Envestnet Asset Management
TIPT icon

Envestnet Asset Management’s Tiptree Inc TIPT Stock Holding History

Envestnet Asset Management’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,824
Closed -$414K – 4470
2024
Q4 		$414K Sell
19,824
-1
-0% -$21 ﹤0.01% 3686
2024
Q3 		$388K Buy
+19,825
New +$368K ﹤0.01% 3669

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Envestnet Asset Management's TIPT Position: Q1 2025 in Review

Envestnet Asset Management sold out of Tiptree Inc (TIPT) in Q1 2025, closing a stake of 19,824 shares — an estimated $414K sold.

Envestnet Asset Management first reported a position in TIPT in Q3 2024 and held it in 2 quarters. The position peaked at $414K in Q4 2024. 137 funds tracked by Wall St. Rank hold TIPT as of Q1 2025.

  • Envestnet Asset Management reported no remaining Tiptree Inc position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 19,824 Tiptree Inc shares in Q1 2025, an estimated $414K.
  • Envestnet Asset Management first reported a position in Tiptree Inc in Q3 2024 and held it in 2 quarters.
  • Envestnet Asset Management's Tiptree Inc position peaked at $414K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.