FMP
ENV

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

Financial Management Professionals’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
2023
Q4 		– Sell
-6
Closed – – 1084
2023
Q3 		$0 Hold
6
– – ﹤0.01% 1106
2023
Q2 		$0 Hold
6
– – ﹤0.01% 1173
2023
Q1 		$0 Hold
6
– – ﹤0.01% 1193
2022
Q4 		$0 Hold
6
– – ﹤0.01% 1142
2022
Q3 		$0 Buy
+6
New +$320 ﹤0.01% 1173

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Financial Management Professionals's ENV Position: Q4 2023 in Review

Financial Management Professionals sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 6 shares.

Financial Management Professionals first reported a position in ENV in Q3 2022 and held it in 5 quarters. The position peaked at $0 in Q3 2023. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

  • Financial Management Professionals reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
  • Financial Management Professionals sold 6 ENVESTNET, INC. shares in Q4 2023.
  • Financial Management Professionals first reported a position in ENVESTNET, INC. in Q3 2022 and held it in 5 quarters.
  • Financial Management Professionals's ENVESTNET, INC. position peaked at $0 in Q3 2023.
  • 219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Financial Management Professionals's 13F filing for Q4 2023, filed 12 Jan 2024.