II
ENV

Inspire Investing’s ENVESTNET, INC. ENV Stock Holding History

Inspire Investing’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
Q3 		– Sell
-4,040
Closed -$213K – 864
2022
Q2 		$213K Buy
4,040
+926
+30% +$63.3K 0.03% 469
2022
Q1 		$232K Sell
3,114
-10
-0.3% -$732 0.03% 778
2021
Q4 		$248K Buy
3,124
+154
+5% +$12.5K 0.03% 630
2021
Q3 		$238K Sell
2,970
-2,574
-46% -$197K 0.03% 447
2021
Q2 		$421K Buy
5,544
+168
+3% +$12.4K 0.06% 417
2021
Q1 		$388K Buy
5,376
+726
+16% +$56.5K 0.06% 425
2020
Q4 		$383K Buy
+4,650
New +$375K 0.08% 314
2018
Q1 		– Sell
-1,116
Closed -$56K – 927
2017
Q4 		$56K Buy
+1,116
New +$57.8K 0.05% 605

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Inspire Investing's ENV Position: Q3 2022 in Review

Inspire Investing sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 4,040 shares — an estimated $213K sold.

Inspire Investing first reported a position in ENV in Q4 2017 and held it in 8 quarters. The position peaked at $421K in Q2 2021. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

  • Inspire Investing reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
  • Inspire Investing sold 4,040 ENVESTNET, INC. shares in Q3 2022, an estimated $213K.
  • Inspire Investing first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 8 quarters.
  • Inspire Investing's ENVESTNET, INC. position peaked at $421K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on Inspire Investing's 13F filing for Q3 2022, filed 7 Nov 2022.