HSBC Holdings’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $84.8M | Sell |
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|
2024
Q2 | $87.7M | Sell |
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|
2024
Q1 | $92.7M | Sell |
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|
2023
Q4 | $90M | Buy |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $3.6M | Sell |
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|
2023
Q1 | $4.01M | Sell |
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|
2022
Q4 | $23.3M | Sell |
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|
2022
Q3 | $17.7M | Sell |
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|
2022
Q2 | $20.7M | Sell |
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|
2022
Q1 | $34M | Sell |
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|
2021
Q4 | $47.2M | Buy |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $320K | Sell |
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|
2019
Q3 | $555K | Buy |
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|
2019
Q2 | $535K | Buy |
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|
2019
Q1 | $354K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $283K | Buy |
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