KFP
ENV

KB Financial Partners’s ENVESTNET, INC. ENV Stock Holding History

KB Financial Partners’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 		$4K Hold
92
– – ﹤0.01% 455
2023
Q2 		$5K Hold
92
– – ﹤0.01% 443
2023
Q1 		$5K Hold
92
– – ﹤0.01% 436
2022
Q4 		$6K Sell
92
-28
-23% -$1.49K ﹤0.01% 416
2022
Q3 		$5K Buy
120
+16
+15% +$854 ﹤0.01% 425
2022
Q2 		$5K Sell
104
-64
-38% -$4.38K ﹤0.01% 425
2022
Q1 		$13K Hold
168
– – ﹤0.01% 390
2021
Q4 		$13K Buy
+168
New +$13.7K ﹤0.01% 407
2021
Q3 		– Sell
-168
Closed -$13K – 611
2021
Q2 		$13K Sell
168
-8
-5% -$588 ﹤0.01% 387
2021
Q1 		$13K Buy
+176
New +$13.7K 0.01% 418

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

KB Financial Partners's ENV Position: Q3 2023 in Review

KB Financial Partners held its ENVESTNET, INC. (ENV) position steady in Q3 2023 at 92 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

KB Financial Partners first reported a position in ENV in Q1 2021 and has held it in 10 quarters since. The position peaked at $13K in Q1 2022. 225 funds tracked by Wall St. Rank hold ENV as of Q3 2023.

  • KB Financial Partners held 92 shares of ENVESTNET, INC. worth $4K as of Q3 2023.
  • KB Financial Partners left its ENVESTNET, INC. share count unchanged in Q3 2023.
  • ENVESTNET, INC. made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #455 holding.
  • KB Financial Partners first reported a position in ENVESTNET, INC. in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's ENVESTNET, INC. position peaked at $13K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.