Financial Advantage’s ENVESTNET, INC. ENV Stock Holding History

Financial Advantage’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
2019 Q4	–	Sell	-367	Closed	-$20K	–	154
2019 Q3	$20K	Buy	+367	New	+$23.2K	0.01%	116

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advantage's ENV Position: Q4 2019 in Review

Financial Advantage sold out of ENVESTNET, INC. (ENV) in Q4 2019, closing a stake of 367 shares — an estimated $20K sold.

Financial Advantage first reported a position in ENV in Q3 2019 and held it in 1 quarter. The position peaked at $20K in Q3 2019. 236 funds tracked by Wall St. Rank hold ENV as of Q4 2019.

Financial Advantage reported no remaining ENVESTNET, INC. position as of Q4 2019 after selling out during the quarter.
Financial Advantage sold 367 ENVESTNET, INC. shares in Q4 2019, an estimated $20K.
Financial Advantage first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 1 quarter.
Financial Advantage's ENVESTNET, INC. position peaked at $20K in Q3 2019.
236 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2019.

Based on Financial Advantage's 13F filing for Q4 2019, filed 31 Jan 2020.