JFS Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

JFS Wealth Advisors’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
2023 Q3	–	Sell	-21	Closed	-$1.25K	–	2029
2023 Q2	$1.25K	Buy	21 +1	+5%	+$58	﹤0.01%	1533
2023 Q1	$1.17K	Sell	20 -3	-13%	-$186	﹤0.01%	1532
2022 Q4	$1.42K	Buy	23 +1	+5%	+$53	﹤0.01%	1503
2022 Q3	$1K	Buy	22 +17	+340%	+$907	﹤0.01%	1713
2022 Q2	$0	Sell	5 -14	-74%	-$957	﹤0.01%	2020
2022 Q1	$1K	Buy	19 +11	+138%	+$805	﹤0.01%	1800
2021 Q4	$1K	Sell	8 -1,395	-99%	-$114K	﹤0.01%	1685
2021 Q3	$113K	Hold	1,403	–	–	0.01%	287
2021 Q2	$106K	Hold	1,403	–	–	0.02%	214
2021 Q1	$101K	Hold	1,403	–	–	0.02%	192
2020 Q4	$115K	Hold	1,403	–	–	0.02%	183
2020 Q3	$108K	Hold	1,403	–	–	0.03%	171
2020 Q2	$103K	Hold	1,403	–	–	0.03%	177
2020 Q1	$75K	Hold	1,403	–	–	0.02%	195
2019 Q4	$98K	Hold	1,403	–	–	0.02%	197
2019 Q3	$80K	Hold	1,403	–	–	0.02%	206
2019 Q2	$96K	Buy	+1,403	New	+$96.3K	0.02%	190

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JFS Wealth Advisors's ENV Position: Q3 2023 in Review

JFS Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2023, closing a stake of 21 shares — an estimated $1.25K sold.

JFS Wealth Advisors first reported a position in ENV in Q2 2019 and held it in 17 quarters. The position peaked at $115K in Q4 2020. 225 funds tracked by Wall St. Rank hold ENV as of Q3 2023.

JFS Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q3 2023 after selling out during the quarter.
JFS Wealth Advisors sold 21 ENVESTNET, INC. shares in Q3 2023, an estimated $1.25K.
JFS Wealth Advisors first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 17 quarters.
JFS Wealth Advisors's ENVESTNET, INC. position peaked at $115K in Q4 2020.
225 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.