Evoke Wealth’s ENVESTNET, INC. ENV Stock Holding History

Evoke Wealth’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
2022 Q3	–	Sell	-33	Closed	-$2K	–	1311
2022 Q2	$2K	Hold	33	–	–	﹤0.01%	1095
2022 Q1	$2K	Hold	33	–	–	﹤0.01%	1095
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	1016
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	1051
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	1022
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	1081
2020 Q4	$3K	Hold	33	–	–	﹤0.01%	860
2020 Q3	$3K	Hold	33	–	–	﹤0.01%	816
2020 Q2	$2K	Buy	+33	New	+$2.16K	﹤0.01%	932
2019 Q4	–	Sell	-180	Closed	-$10.2K	–	1561
2019 Q3	$10.2K	Buy	+180	New	+$11.4K	﹤0.01%	814

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ESCM

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Evoke Wealth's ENV Position: Q3 2022 in Review

Evoke Wealth sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 33 shares — an estimated $2K sold.

Evoke Wealth first reported a position in ENV in Q3 2019 and held it in 10 quarters. The position peaked at $10.2K in Q3 2019. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

Evoke Wealth reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 33 ENVESTNET, INC. shares in Q3 2022, an estimated $2K.
Evoke Wealth first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 10 quarters.
Evoke Wealth's ENVESTNET, INC. position peaked at $10.2K in Q3 2019.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.