HWAM
ENV

Hennion & Walsh Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Hennion & Walsh Asset 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
2021
Q2 		– Sell
-3,014
Closed -$218K – 781
2021
Q1 		$218K Buy
+3,014
New +$234K 0.01% 657

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Hennion & Walsh Asset Management's ENV Position: Q2 2021 in Review

Hennion & Walsh Asset Management sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 3,014 shares — an estimated $218K sold.

Hennion & Walsh Asset Management first reported a position in ENV in Q1 2021 and held it in 1 quarter. The position peaked at $218K in Q1 2021. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

  • Hennion & Walsh Asset Management reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 3,014 ENVESTNET, INC. shares in Q2 2021, an estimated $218K.
  • Hennion & Walsh Asset Management first reported a position in ENVESTNET, INC. in Q1 2021 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's ENVESTNET, INC. position peaked at $218K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.