HighTower Advisors’s ENVESTNET, INC. ENV Stock Holding History

HighTower Advisors’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
2023 Q3	–	Sell	-3,948	Closed	-$233K	–	3833
2023 Q2	$233K	Buy	+3,948	New	+$229K	﹤0.01%	2754
2021 Q4	–	Sell	-27,110	Closed	-$2.18M	–	3608
2021 Q3	$2.18M	Sell	27,110 -3,979	-13%	-$304K	0.01%	1206
2021 Q2	$2.36M	Buy	+31,089	New	+$2.29M	0.01%	1139
2021 Q1	–	Sell	-4,964	Closed	-$409K	–	3382
2020 Q4	$409K	Buy	4,964 +1,317	+36%	+$106K	﹤0.01%	1738
2020 Q3	$284K	Sell	3,647 -404	-10%	-$32.3K	﹤0.01%	1866
2020 Q2	$294K	Buy	+4,051	New	+$265K	﹤0.01%	1756
2018 Q1	–	Sell	-11,254	Closed	-$559K	–	2428
2017 Q4	$559K	Sell	11,254 -64,734	-85%	-$3.35M	﹤0.01%	1390
2017 Q3	$3.89M	Sell	75,988 -2,559	-3%	-$109K	0.03%	563
2017 Q2	$3.1M	Buy	78,547 +3,375	+4%	+$121K	0.03%	637
2017 Q1	$2.43M	Buy	75,172 +22,183	+42%	+$807K	0.02%	695
2016 Q4	$1.86M	Buy	+52,989	New	+$1.9M	0.02%	730

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HighTower Advisors's ENV Position: Q3 2023 in Review

HighTower Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2023, closing a stake of 3,948 shares — an estimated $233K sold.

HighTower Advisors first reported a position in ENV in Q4 2016 and held it in 11 quarters. The position peaked at $3.89M in Q3 2017. 225 funds tracked by Wall St. Rank hold ENV as of Q3 2023.

HighTower Advisors reported no remaining ENVESTNET, INC. position as of Q3 2023 after selling out during the quarter.
HighTower Advisors sold 3,948 ENVESTNET, INC. shares in Q3 2023, an estimated $233K.
HighTower Advisors first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 11 quarters.
HighTower Advisors's ENVESTNET, INC. position peaked at $3.89M in Q3 2017.
225 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.