First Horizon Advisors’s ENVESTNET, INC. ENV Stock Holding History

First Horizon Advisors’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	-17	Closed	-$1K	–	2564
2022 Q2	$1K	Buy	+17	New	+$1.16K	﹤0.01%	2313
2021 Q4	–	Sell	-22	Closed	-$1K	–	2535
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	2236
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	1925
2021 Q1	$1K	Sell	22 -345	-94%	-$26.8K	﹤0.01%	1848
2020 Q4	$29K	Hold	367	–	–	﹤0.01%	782
2020 Q3	$28K	Hold	367	–	–	﹤0.01%	711
2020 Q2	$26K	Hold	367	–	–	﹤0.01%	716
2020 Q1	$19K	Hold	367	–	–	﹤0.01%	757
2019 Q4	$24K	Hold	367	–	–	﹤0.01%	806
2019 Q3	$20K	Sell	367 -303	-45%	-$19.1K	﹤0.01%	859
2019 Q2	$45K	Hold	670	–	–	﹤0.01%	601
2019 Q1	$43K	Hold	670	–	–	﹤0.01%	561
2018 Q4	$32K	Hold	670	–	–	﹤0.01%	619
2018 Q3	$39K	Buy	670 +243	+57%	+$14.7K	﹤0.01%	651
2018 Q2	$22K	Hold	427	–	–	﹤0.01%	874
2018 Q1	$23K	Buy	427 +281	+192%	+$15.4K	﹤0.01%	763
2017 Q4	$7K	Buy	+146	New	+$7.56K	﹤0.01%	1153

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 $9.33B AUM 56.1% 1-Year Est. Return

First Horizon Advisors's ENV Position: Q3 2022 in Review

First Horizon Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

First Horizon Advisors first reported a position in ENV in Q4 2017 and held it in 17 quarters. The position peaked at $45K in Q2 2019. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

First Horizon Advisors reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
First Horizon Advisors sold 17 ENVESTNET, INC. shares in Q3 2022, an estimated $1K.
First Horizon Advisors first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 17 quarters.
First Horizon Advisors's ENVESTNET, INC. position peaked at $45K in Q2 2019.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on First Horizon Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.