FourThought Financial’s ENVESTNET, INC. ENV Stock Holding History

FourThought Financial’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	$94K	Buy	2,111 +718	+52%	+$38.3K	0.01%	448
2022 Q2	$74K	Buy	1,393 +13	+0.9%	+$889	0.01%	512
2022 Q1	$103K	Sell	1,380 -22	-2%	-$1.61K	0.01%	474
2021 Q4	$111K	Sell	1,402 -1,750	-56%	-$142K	0.01%	460
2021 Q3	$252K	Buy	3,152 +30	+1%	+$2.29K	0.03%	302
2021 Q2	$236K	Sell	3,122 -607	-16%	-$44.6K	0.03%	323
2021 Q1	$269K	Sell	3,729 -1,251	-25%	-$97.3K	0.04%	301
2020 Q4	$409K	Buy	+4,980	New	+$401K	0.07%	229

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

FourThought Financial's ENV Position: Q3 2022 in Review

FourThought Financial increased its ENVESTNET, INC. (ENV) stake by 52% in Q3 2022, buying an estimated $38.3K and bringing the position to 2,111 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #448.

FourThought Financial first reported a position in ENV in Q4 2020 and has held it in 8 quarters since. The position peaked at $409K in Q4 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

FourThought Financial held 2,111 shares of ENVESTNET, INC. worth $94K as of Q3 2022.
FourThought Financial bought 718 ENVESTNET, INC. shares in Q3 2022, an estimated $38.3K.
ENVESTNET, INC. made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #448 holding.
FourThought Financial first reported a position in ENVESTNET, INC. in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's ENVESTNET, INC. position peaked at $409K in Q4 2020.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.