Frontier Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Frontier Wealth 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
2022 Q2	–	Sell	-3,250	Closed	-$262K	–	434
2022 Q1	$262K	Sell	3,250 -2,000	-38%	-$146K	﹤0.01%	331
2021 Q4	$417K	Sell	5,250 -100	-2%	-$8.14K	0.03%	287
2021 Q3	$429K	Hold	5,350	–	–	0.03%	281
2021 Q2	$406K	Hold	5,350	–	–	0.03%	289
2021 Q1	$386K	Buy	5,350 +400	+8%	+$31.1K	0.03%	275
2020 Q4	$407K	Buy	+4,950	New	+$399K	0.03%	258

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

Frontier Wealth Management's ENV Position: Q2 2022 in Review

Frontier Wealth Management sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 3,250 shares — an estimated $262K sold.

Frontier Wealth Management first reported a position in ENV in Q4 2020 and held it in 6 quarters. The position peaked at $429K in Q3 2021. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

Frontier Wealth Management reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 3,250 ENVESTNET, INC. shares in Q2 2022, an estimated $262K.
Frontier Wealth Management first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 6 quarters.
Frontier Wealth Management's ENVESTNET, INC. position peaked at $429K in Q3 2021.
257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.