IRAG
ENV

Investment Research & Advisory Group’s ENVESTNET, INC. ENV Stock Holding History

Investment Research & Advisory Group’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
2020
Q1 		– Sell
-202
Closed -$14K – 195
2019
Q4 		$14K Buy
+202
New +$13.1K 0.01% 144

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Investment Research & Advisory Group's ENV Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of ENVESTNET, INC. (ENV) in Q1 2020, closing a stake of 202 shares — an estimated $14K sold.

Investment Research & Advisory Group first reported a position in ENV in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 242 funds tracked by Wall St. Rank hold ENV as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining ENVESTNET, INC. position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 202 ENVESTNET, INC. shares in Q1 2020, an estimated $14K.
  • Investment Research & Advisory Group first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's ENVESTNET, INC. position peaked at $14K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.