JP Morgan Private Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

JP Morgan Private 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
2021 Q2	–	Sell	-3,313	Closed	-$239K	–	1963
2021 Q1	$239K	Sell	3,313 -2,184	-40%	-$170K	﹤0.01%	1614
2020 Q4	$452K	Sell	5,497 -130	-2%	-$10.5K	﹤0.01%	1324
2020 Q3	$434K	Buy	5,627 +63	+1%	+$5.03K	﹤0.01%	1212
2020 Q2	$409K	Buy	+5,564	New	+$364K	﹤0.01%	1189
2019 Q2	–	Sell	-3,461	Closed	-$226K	–	1509
2019 Q1	$226K	Buy	+3,461	New	+$199K	﹤0.01%	1334
2018 Q4	–	Sell	-3,431	Closed	-$209K	–	1665
2018 Q3	$209K	Buy	+3,431	New	+$207K	﹤0.01%	1459
2018 Q2	–	Sell	-3,597	Closed	-$206K	–	1569
2018 Q1	$206K	Buy	+3,597	New	+$198K	﹤0.01%	1181
2017 Q4	–	Sell	-4,013	Closed	-$204K	–	1354
2017 Q3	$204K	Buy	+4,013	New	+$172K	﹤0.01%	1150
2016 Q2	–	Sell	-12,941	Closed	-$352K	–	1377
2016 Q1	$352K	Buy	12,941 +6,126	+90%	+$144K	﹤0.01%	883
2015 Q4	$204K	Buy	+6,815	New	+$210K	﹤0.01%	1011
2015 Q2	–	Sell	-6,428	Closed	-$360K	–	1205
2015 Q1	$360K	Buy	+6,428	New	+$343K	﹤0.01%	827
2014 Q4	–	Sell	-4,702	Closed	-$212K	–	1181
2014 Q3	$212K	Buy	+4,702	New	+$215K	﹤0.01%	968

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

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's ENV Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 3,313 shares — an estimated $239K sold.

JP Morgan Private Wealth Advisors first reported a position in ENV in Q3 2014 and held it in 12 quarters. The position peaked at $452K in Q4 2020. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

JP Morgan Private Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,313 ENVESTNET, INC. shares in Q2 2021, an estimated $239K.
JP Morgan Private Wealth Advisors first reported a position in ENVESTNET, INC. in Q3 2014 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's ENVESTNET, INC. position peaked at $452K in Q4 2020.
245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.