JA
ENV

JOYN Advisors’s ENVESTNET, INC. ENV Stock Holding History

JOYN 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
2019
Q1 		– Sell
-349
Closed -$17K – 1789
2018
Q4 		$17K Sell
349
-271
-44% -$14.5K ﹤0.01% 752
2018
Q3 		$38K Sell
620
-212
-25% -$12.8K 0.01% 473
2018
Q2 		$46K Sell
832
-332
-29% -$18.4K 0.01% 423
2018
Q1 		$67K Buy
+1,164
New +$64K 0.01% 387

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JOYN Advisors's ENV Position: Q1 2019 in Review

JOYN Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2019, closing a stake of 349 shares — an estimated $17K sold.

JOYN Advisors first reported a position in ENV in Q1 2018 and held it in 4 quarters. The position peaked at $67K in Q1 2018. 228 funds tracked by Wall St. Rank hold ENV as of Q1 2019.

  • JOYN Advisors reported no remaining ENVESTNET, INC. position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 349 ENVESTNET, INC. shares in Q1 2019, an estimated $17K.
  • JOYN Advisors first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's ENVESTNET, INC. position peaked at $67K in Q1 2018.
  • 228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.