Fortitude Advisory Group’s ENVESTNET, INC. ENV Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-250	Closed	-$19K	–	1468
2022 Q1	$19K	Hold	250	–	–	0.01%	856
2021 Q4	$20K	Buy	+250	New	+$20.4K	0.01%	851

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $7.3B AUM 41.96% 1-Year Est. Return

Fortitude Advisory Group's ENV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 250 shares — an estimated $19K sold.

Fortitude Advisory Group first reported a position in ENV in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

Fortitude Advisory Group reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 250 ENVESTNET, INC. shares in Q2 2022, an estimated $19K.
Fortitude Advisory Group first reported a position in ENVESTNET, INC. in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's ENVESTNET, INC. position peaked at $20K in Q4 2021.
257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.