Envestnet Asset Management
XP icon

Envestnet Asset Management’s XP XP Stock Holding History

Envestnet Asset Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.33M Buy
174,670
+55,502
+47% +$1.07M ﹤0.01% 2635
2025
Q4 		$1.95M Sell
119,168
-7,395
-6% -$130K ﹤0.01% 2842
2025
Q3 		$2.38M Buy
126,563
+11,279
+10% +$202K ﹤0.01% 2774
2025
Q2 		$2.33M Buy
115,284
+51,258
+80% +$886K ﹤0.01% 2716
2025
Q1 		$880K Sell
64,026
-21,810
-25% -$300K ﹤0.01% 3290
2024
Q4 		$1.02M Sell
85,836
-153,060
-64% -$2.41M ﹤0.01% 3162
2024
Q3 		$4.29M Sell
238,896
-260,648
-52% -$4.75M ﹤0.01% 2203
2024
Q2 		$8.79M Sell
499,544
-19,537
-4% -$404K ﹤0.01% 1641
2024
Q1 		$13.3M Buy
519,081
+20,470
+4% +$513K 0.01% 1344
2023
Q4 		$13M Sell
498,611
-204
-0% -$4.66K 0.01% 1284
2023
Q3 		$11.5M Buy
498,815
+186,142
+60% +$4.67M 0.01% 1280
2023
Q2 		$7.34M Buy
312,673
+71,294
+30% +$1.21M ﹤0.01% 1485
2023
Q1 		$2.87M Buy
241,379
+18,352
+8% +$261K ﹤0.01% 1979
2022
Q4 		$3.42M Sell
223,027
-54,324
-20% -$950K ﹤0.01% 1820
2022
Q3 		$5.27M Buy
277,351
+1,259
+0.5% +$25K ﹤0.01% 1492
2022
Q2 		$4.96M Buy
276,092
+15,447
+6% +$356K ﹤0.01% 1525
2022
Q1 		$7.84M Buy
260,645
+189,846
+268% +$5.92M ﹤0.01% 1353
2021
Q4 		$2.04M Buy
70,799
+63,084
+818% +$2.05M ﹤0.01% 2164
2021
Q3 		$310K Buy
7,715
+3,063
+66% +$137K ﹤0.01% 3281
2021
Q2 		$203K Buy
+4,652
New +$192K ﹤0.01% 3486

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AIM
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GA
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return