Envestnet Asset Management
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Envestnet Asset Management’s ZipRecruiter ZIP Stock Holding History

Envestnet Asset Management’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$89.5K Sell
2025
Q1 		$125K Buy
2024
Q4 		$112K Sell
2024
Q3 		$259K Buy
2024
Q2 		$239K Buy
2024
Q1 		$264K Buy
2023
Q4 		– Sell
2023
Q3 		$160K Sell
2023
Q2 		$245K Sell
2023
Q1 		$98.7K Buy