IA
ENV

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

IFP 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
Q1 		– Sell
-53
Closed -$2K – 4705
2022
Q4 		$2K Hold
53
– – ﹤0.01% 4270
2022
Q3 		$2K Hold
53
– – ﹤0.01% 4486
2022
Q2 		$2K Hold
53
– – ﹤0.01% 4264
2022
Q1 		$2K Buy
+53
New +$3.88K ﹤0.01% 4262
2021
Q1 		– Sell
-1,260
Closed -$98K – 3380
2020
Q4 		$102K Buy
1,260
+60
+5% +$4.83K ﹤0.01% 1131
2020
Q3 		$94K Sell
1,200
-8
-0.7% -$639 0.01% 1027
2020
Q2 		$83K Buy
1,208
+62
+5% +$4.05K 0.01% 995
2020
Q1 		$70K Sell
1,146
-32
-3% -$2.29K 0.01% 976
2019
Q4 		$83K Buy
1,178
+49
+4% +$3.19K 0.01% 1043
2019
Q3 		$65K Buy
+1,129
New +$71.3K ﹤0.01% 1253
2019
Q1 		– Sell
-1,159
Closed -$57K – 4022
2018
Q4 		$57K Sell
1,159
-292
-20% -$15.6K ﹤0.01% 1540
2018
Q3 		$88K Buy
1,451
+444
+44% +$26.8K ﹤0.01% 1570
2018
Q2 		$55K Buy
1,007
+724
+256% +$40.2K ﹤0.01% 1864
2018
Q1 		$14K Hold
283
– – ﹤0.01% 2621
2017
Q4 		$14K Hold
283
– – ﹤0.01% 2657
2017
Q3 		$14K Hold
283
– – ﹤0.01% 2862
2017
Q2 		$11K Hold
283
– – ﹤0.01% 2996
2017
Q1 		$9K Hold
283
– – ﹤0.01% 3023
2016
Q4 		$10K Hold
283
– – ﹤0.01% 2948
2016
Q3 		$10K Hold
283
– – ﹤0.01% 2877
2016
Q2 		$9K Buy
+283
New +$9.13K ﹤0.01% 2850
2016
Q1 		– Sell
-333
Closed -$10K – 4569
2015
Q4 		$10K Buy
+333
New +$10.3K ﹤0.01% 2613

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

IFP Advisors's ENV Position: Q1 2023 in Review

IFP Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2023, closing a stake of 53 shares — an estimated $2K sold.

IFP Advisors first reported a position in ENV in Q4 2015 and held it in 22 quarters. The position peaked at $102K in Q4 2020. 237 funds tracked by Wall St. Rank hold ENV as of Q1 2023.

  • IFP Advisors reported no remaining ENVESTNET, INC. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 53 ENVESTNET, INC. shares in Q1 2023, an estimated $2K.
  • IFP Advisors first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 22 quarters.
  • IFP Advisors's ENVESTNET, INC. position peaked at $102K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.