IWP
ENV

Icon Wealth Partners’s ENVESTNET, INC. ENV Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-293
Closed -$19K – 913
2019
Q1 		$19K Buy
+293
New +$16.9K 0.01% 575
2018
Q3 		– Sell
-145
Closed -$8K – 842
2018
Q2 		$8K Buy
+145
New +$8.06K ﹤0.01% 723

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Partners's ENV Position: Q2 2019 in Review

Icon Wealth Partners sold out of ENVESTNET, INC. (ENV) in Q2 2019, closing a stake of 293 shares — an estimated $19K sold.

Icon Wealth Partners first reported a position in ENV in Q2 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2019. 233 funds tracked by Wall St. Rank hold ENV as of Q2 2019.

  • Icon Wealth Partners reported no remaining ENVESTNET, INC. position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 293 ENVESTNET, INC. shares in Q2 2019, an estimated $19K.
  • Icon Wealth Partners first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 2 quarters.
  • Icon Wealth Partners's ENVESTNET, INC. position peaked at $19K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.