IronBridge Private Wealth’s ENVESTNET, INC. ENV Stock Holding History

IronBridge Private Wealth’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	–	Sell	-184	Closed	-$15K	–	324
2021 Q4	$15K	Hold	184	–	–	0.01%	157
2021 Q3	$15K	Hold	184	–	–	0.01%	123
2021 Q2	$14K	Buy	184 +33	+22%	+$2.43K	0.01%	134
2021 Q1	$11K	Buy	151 +39	+35%	+$3.03K	0.01%	152
2020 Q4	$9K	Buy	+112	New	+$9.03K	0.01%	156

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 $9.33B AUM 56.1% 1-Year Est. Return

IronBridge Private Wealth's ENV Position: Q1 2022 in Review

IronBridge Private Wealth sold out of ENVESTNET, INC. (ENV) in Q1 2022, closing a stake of 184 shares — an estimated $15K sold.

IronBridge Private Wealth first reported a position in ENV in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 276 funds tracked by Wall St. Rank hold ENV as of Q1 2022.

IronBridge Private Wealth reported no remaining ENVESTNET, INC. position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 184 ENVESTNET, INC. shares in Q1 2022, an estimated $15K.
IronBridge Private Wealth first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's ENVESTNET, INC. position peaked at $15K in Q4 2021.
276 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.