IIC
ENV

Integrated Investment Consultants’s ENVESTNET, INC. ENV Stock Holding History

Integrated Investment Consultants’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
-6,879
Closed -$398K – 383
2024
Q2 		$398K Hold
6,879
– – 0.11% 158
2024
Q1 		$398K Sell
6,879
-420
-6% -$21.9K 0.11% 158
2023
Q4 		$361K Sell
7,299
-45
-0.6% -$1.84K 0.11% 160
2023
Q3 		$323K Buy
7,344
+29
+0.4% +$1.59K 0.12% 157
2023
Q2 		$434K Buy
7,315
+1,042
+17% +$60.4K 0.14% 134
2023
Q1 		$368K Buy
6,273
+21
+0.3% +$1.3K 0.12% 157
2022
Q4 		$386K Buy
+6,252
New +$333K 0.13% 123

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Investment Consultants's ENV Position: Q3 2024 in Review

Integrated Investment Consultants sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 6,879 shares — an estimated $398K sold.

Integrated Investment Consultants first reported a position in ENV in Q4 2022 and held it in 7 quarters. The position peaked at $434K in Q2 2023. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Integrated Investment Consultants reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 6,879 ENVESTNET, INC. shares in Q3 2024, an estimated $398K.
  • Integrated Investment Consultants first reported a position in ENVESTNET, INC. in Q4 2022 and held it in 7 quarters.
  • Integrated Investment Consultants's ENVESTNET, INC. position peaked at $434K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Integrated Investment Consultants's 13F filing for Q3 2024, filed 12 Nov 2024.