FCM
ENV

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

Fortis 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
2020
Q1 		– Sell
-26,445
Closed -$1.84M – 81
2019
Q4 		$1.84M Buy
+26,445
New +$1.72M 1.62% 34

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fortis Capital Management's ENV Position: Q1 2020 in Review

Fortis Capital Management sold out of ENVESTNET, INC. (ENV) in Q1 2020, closing a stake of 26,445 shares — an estimated $1.84M sold.

Fortis Capital Management first reported a position in ENV in Q4 2019 and held it in 1 quarter. The position peaked at $1.84M in Q4 2019. 242 funds tracked by Wall St. Rank hold ENV as of Q1 2020.

  • Fortis Capital Management reported no remaining ENVESTNET, INC. position as of Q1 2020 after selling out during the quarter.
  • Fortis Capital Management sold 26,445 ENVESTNET, INC. shares in Q1 2020, an estimated $1.84M.
  • Fortis Capital Management first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 1 quarter.
  • Fortis Capital Management's ENVESTNET, INC. position peaked at $1.84M in Q4 2019.
  • 242 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2020.

Based on Fortis Capital Management's 13F filing for Q1 2020, filed 14 May 2020.