HCP
ENV

Hexagon Capital Partners’s ENVESTNET, INC. ENV Stock Holding History

Hexagon Capital Partners’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
2024
Q3 		– Sell
-24
Closed -$1.5K – 1660
2024
Q2 		$1.5K Hold
24
– – ﹤0.01% 1218
2024
Q1 		$1.39K Hold
24
– – ﹤0.01% 1223
2023
Q4 		$1.19K Sell
24
-10
-29% -$409 ﹤0.01% 1210
2023
Q3 		$1.5K Sell
34
-1
-3% -$55 ﹤0.01% 1122
2023
Q2 		$2.08K Hold
35
– – ﹤0.01% 1074
2023
Q1 		$2.05K Hold
35
– – ﹤0.01% 1068
2022
Q4 		$2.16K Buy
35
+24
+218% +$1.28K ﹤0.01% 1071
2022
Q3 		$0 Buy
+11
New +$587 ﹤0.01% 1488

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Hexagon Capital Partners's ENV Position: Q3 2024 in Review

Hexagon Capital Partners sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 24 shares — an estimated $1.5K sold.

Hexagon Capital Partners first reported a position in ENV in Q3 2022 and held it in 8 quarters. The position peaked at $2.16K in Q4 2022. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Hexagon Capital Partners reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Hexagon Capital Partners sold 24 ENVESTNET, INC. shares in Q3 2024, an estimated $1.5K.
  • Hexagon Capital Partners first reported a position in ENVESTNET, INC. in Q3 2022 and held it in 8 quarters.
  • Hexagon Capital Partners's ENVESTNET, INC. position peaked at $2.16K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Hexagon Capital Partners's 13F filing for Q3 2024, filed 8 Oct 2024.