FWIA
ENV

Fort Washington Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History

Fort Washington Investment 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
2021
Q3 		– Sell
-162,149
Closed -$12.3M – 537
2021
Q2 		$12.3M Sell
162,149
-1,388
-0.8% -$102K 0.11% 161
2021
Q1 		$11.8M Buy
163,537
+36,712
+29% +$2.85M 0.11% 145
2020
Q4 		$10.4M Buy
126,825
+27,536
+28% +$2.22M 0.11% 151
2020
Q3 		$7.66M Sell
99,289
-28,411
-22% -$2.27M 0.08% 190
2020
Q2 		$9.39M Sell
127,700
-200
-0.2% -$13.1K 0.11% 136
2020
Q1 		$6.88M Sell
127,900
-56,100
-30% -$4.02M 0.09% 172
2019
Q4 		$12.8M Sell
184,000
-28,000
-13% -$1.82M 0.14% 152
2019
Q3 		$12M Buy
212,000
+12,000
+6% +$758K 0.13% 155
2019
Q2 		$13.7M Sell
200,000
-20,000
-9% -$1.37M 0.15% 148
2019
Q1 		$14.4M Buy
+220,000
New +$12.7M 0.16% 136

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fort Washington Investment Advisors's ENV Position: Q3 2021 in Review

Fort Washington Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 162,149 shares — an estimated $12.3M sold.

Fort Washington Investment Advisors first reported a position in ENV in Q1 2019 and held it in 10 quarters. The position peaked at $14.4M in Q1 2019. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

  • Fort Washington Investment Advisors reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 162,149 ENVESTNET, INC. shares in Q3 2021, an estimated $12.3M.
  • Fort Washington Investment Advisors first reported a position in ENVESTNET, INC. in Q1 2019 and held it in 10 quarters.
  • Fort Washington Investment Advisors's ENVESTNET, INC. position peaked at $14.4M in Q1 2019.
  • 231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.