GKIM
ENV

GW&K Investment Management’s ENVESTNET, INC. ENV Stock Holding History

GW&K Investment 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
-127
Closed -$9K – 863
2022
Q1 		$9K Sell
127
-309
-71% -$22.6K ﹤0.01% 448
2021
Q4 		$34K Sell
436
-113
-21% -$9.2K ﹤0.01% 363
2021
Q3 		$44K Sell
549
-80
-13% -$6.11K ﹤0.01% 356
2021
Q2 		$48K Sell
629
-355,203
-100% -$26.1M ﹤0.01% 351
2021
Q1 		$25.7M Buy
355,832
+38,191
+12% +$2.97M 0.24% 171
2020
Q4 		$26.1M Buy
317,641
+1,424
+0.5% +$115K 0.27% 163
2020
Q3 		$24.4M Buy
316,217
+9,143
+3% +$730K 0.32% 135
2020
Q2 		$22.6M Buy
307,074
+44,721
+17% +$2.92M 0.32% 140
2020
Q1 		$14.1M Sell
262,353
-119,902
-31% -$8.59M 0.25% 156
2019
Q4 		$26.6M Sell
382,255
-11,165
-3% -$726K 0.36% 126
2019
Q3 		$22.3M Buy
393,420
+110,509
+39% +$6.98M 0.31% 142
2019
Q2 		$19.3M Buy
+282,911
New +$19.4M 0.29% 150

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Brown Advisory
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

GW&K Investment Management's ENV Position: Q2 2022 in Review

GW&K Investment Management sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 127 shares — an estimated $9K sold.

GW&K Investment Management first reported a position in ENV in Q2 2019 and held it in 12 quarters. The position peaked at $26.6M in Q4 2019. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

  • GW&K Investment Management reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
  • GW&K Investment Management sold 127 ENVESTNET, INC. shares in Q2 2022, an estimated $9K.
  • GW&K Investment Management first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 12 quarters.
  • GW&K Investment Management's ENVESTNET, INC. position peaked at $26.6M in Q4 2019.
  • 257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on GW&K Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.