IAN
ENV

Integrated Advisors Network’s ENVESTNET, INC. ENV Stock Holding History

Integrated Advisors Network’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
2024
Q3 		– Sell
-4,260
Closed -$267K – 757
2024
Q2 		$267K Buy
+4,260
New +$268K 0.01% 599

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Integrated Advisors Network's ENV Position: Q3 2024 in Review

Integrated Advisors Network sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 4,260 shares — an estimated $267K sold.

Integrated Advisors Network first reported a position in ENV in Q2 2024 and held it in 1 quarter. The position peaked at $267K in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Integrated Advisors Network reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 4,260 ENVESTNET, INC. shares in Q3 2024, an estimated $267K.
  • Integrated Advisors Network first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 1 quarter.
  • Integrated Advisors Network's ENVESTNET, INC. position peaked at $267K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Integrated Advisors Network's 13F filing for Q3 2024, filed 25 Oct 2024.