Financial Gravity Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Financial Gravity Asset Management’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 Q3	–	Sell	-14	Closed	-$1K	–	1736
2019 Q2	$1K	Sell	14 -1	-7%	-$69	﹤0.01%	1198
2019 Q1	$1K	Buy	+15	New	+$863	﹤0.01%	1299
2018 Q3	$1K	Buy	19 +10	+111%	+$605	﹤0.01%	1356
2018 Q2	$1K	Buy	+9	New	+$500	﹤0.01%	1382

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

DDC

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

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

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

CIP

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

Financial Gravity Asset Management's ENV Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 14 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in ENV in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

Financial Gravity Asset Management reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 14 ENVESTNET, INC. shares in Q3 2019, an estimated $1K.
Financial Gravity Asset Management first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 4 quarters.
Financial Gravity Asset Management's ENVESTNET, INC. position peaked at $1K in Q2 2019.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.