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

IndexIQ 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
2022 Q1	$410K	Buy	+5,510	New	+$403K	0.01%	545
2020 Q1	–	Sell	-12,404	Closed	-$864K	–	1196
2019 Q4	$864K	Sell	12,404 -3,937	-24%	-$256K	0.03%	333
2019 Q3	$927K	Sell	16,341 -3,062	-16%	-$193K	0.03%	384
2019 Q2	$1.33M	Sell	19,403 -5,027	-21%	-$345K	0.04%	291
2019 Q1	$1.6M	Buy	+24,430	New	+$1.41M	0.05%	234

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

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

IndexIQ Advisors's ENV Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in ENVESTNET, INC. (ENV) in Q1 2022: 5,510 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in ENV as recently as Q4 2019.

IndexIQ Advisors first reported a position in ENV in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.6M in Q1 2019. 276 funds tracked by Wall St. Rank hold ENV as of Q1 2022.

IndexIQ Advisors held 5,510 shares of ENVESTNET, INC. worth $410K as of Q1 2022.
ENVESTNET, INC. was a new IndexIQ Advisors position in Q1 2022.
ENVESTNET, INC. made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #545 holding.
IndexIQ Advisors first reported a position in ENVESTNET, INC. in Q1 2019 and has held it in 5 quarters since.
IndexIQ Advisors's ENVESTNET, INC. position peaked at $1.6M in Q1 2019.
276 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.