Ken Fisher
ENV

Ken Fisher’s ENVESTNET, INC. ENV Stock Holding History

Ken Fisher’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
2024
Q3 		– Sell
-788,884
Closed -$49.4M – 1038
2024
Q2 		$49.4M Buy
788,884
+27,206
+4% +$1.71M 0.02% 227
2024
Q1 		$44.1M Buy
761,678
+1,200
+0.2% +$62.6K 0.02% 237
2023
Q4 		$37.7M Sell
760,478
-116,849
-13% -$4.78M 0.02% 244
2023
Q3 		$38.6M Sell
877,327
-46,803
-5% -$2.57M 0.02% 271
2023
Q2 		$54.8M Buy
924,130
+26,961
+3% +$1.56M 0.03% 240
2023
Q1 		$52.6M Sell
897,169
-45,779
-5% -$2.84M 0.03% 243
2022
Q4 		$58.2M Buy
942,948
+5,656
+0.6% +$301K 0.04% 227
2022
Q3 		$41.6M Buy
937,292
+290,966
+45% +$15.5M 0.03% 258
2022
Q2 		$34.1M Buy
646,326
+136,176
+27% +$9.31M 0.02% 260
2022
Q1 		$38M Buy
+510,150
New +$37.4M 0.02% 263

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ken Fisher's ENV Position: Q3 2024 in Review

Ken Fisher sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 788,884 shares — an estimated $49.4M sold.

Ken Fisher first reported a position in ENV in Q1 2022 and held it in 10 quarters. The position peaked at $58.2M in Q4 2022. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Ken Fisher reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Ken Fisher sold 788,884 ENVESTNET, INC. shares in Q3 2024, an estimated $49.4M.
  • Ken Fisher first reported a position in ENVESTNET, INC. in Q1 2022 and held it in 10 quarters.
  • Ken Fisher's ENVESTNET, INC. position peaked at $58.2M in Q4 2022.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.