FJ Capital Management’s ENVESTNET, INC. ENV Stock Holding History

FJ Capital 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
2023 Q4	–	Sell	-61,190	Closed	-$2.69M	–	129
2023 Q3	$2.69M	Buy	61,190 +56,677	+1,256%	+$3.11M	0.3%	56
2023 Q2	$268K	Sell	4,513 -6,316	-58%	-$366K	0.03%	103
2023 Q1	$635K	Buy	+10,829	New	+$672K	0.08%	86
2022 Q2	–	Sell	-8,185	Closed	-$609K	–	115
2022 Q1	$609K	Buy	+8,185	New	+$599K	0.05%	95
2019 Q4	–	Sell	-32,000	Closed	-$1.79M	–	106
2019 Q3	$1.79M	Buy	+32,000	New	+$2.02M	0.19%	79

Other funds holding ENV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

FJ Capital Management's ENV Position: Q4 2023 in Review

FJ Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 61,190 shares — an estimated $2.69M sold.

FJ Capital Management first reported a position in ENV in Q3 2019 and held it in 5 quarters. The position peaked at $2.69M in Q3 2023. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

FJ Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
FJ Capital Management sold 61,190 ENVESTNET, INC. shares in Q4 2023, an estimated $2.69M.
FJ Capital Management first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 5 quarters.
FJ Capital Management's ENVESTNET, INC. position peaked at $2.69M in Q3 2023.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on FJ Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.