KeyBank National Association
ENV

KeyBank National Association’s ENVESTNET, INC. ENV Stock Holding History

KeyBank National Association’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
2022
Q2 		– Sell
-3,199
Closed -$239K – 1157
2022
Q1 		$239K Buy
3,199
+310
+11% +$22.7K ﹤0.01% 982
2021
Q4 		$229K Sell
2,889
-373
-11% -$30.4K ﹤0.01% 1014
2021
Q3 		$262K Sell
3,262
-11
-0.3% -$840 ﹤0.01% 976
2021
Q2 		$248K Buy
3,273
+5
+0.2% +$368 ﹤0.01% 993
2021
Q1 		$236K Sell
3,268
-144
-4% -$11.2K ﹤0.01% 996
2020
Q4 		$281K Sell
3,412
-75
-2% -$6.04K ﹤0.01% 916
2020
Q3 		$269K Buy
3,487
+19
+0.5% +$1.52K ﹤0.01% 865
2020
Q2 		$255K Sell
3,468
-882
-20% -$57.6K ﹤0.01% 845
2020
Q1 		$234K Buy
4,350
+227
+6% +$16.3K ﹤0.01% 825
2019
Q4 		$287K Sell
4,123
-115
-3% -$7.48K ﹤0.01% 876
2019
Q3 		$240K Sell
4,238
-135
-3% -$8.52K ﹤0.01% 890
2019
Q2 		$299K Buy
4,373
+166
+4% +$11.4K ﹤0.01% 867
2019
Q1 		$275K Buy
+4,207
New +$242K ﹤0.01% 850
2018
Q4 		– Sell
-4,296
Closed -$262K – 1096
2018
Q3 		$262K Hold
4,296
– – ﹤0.01% 938
2018
Q2 		$236K Buy
+4,296
New +$239K ﹤0.01% 940

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

KeyBank National Association's ENV Position: Q2 2022 in Review

KeyBank National Association sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 3,199 shares — an estimated $239K sold.

KeyBank National Association first reported a position in ENV in Q2 2018 and held it in 15 quarters. The position peaked at $299K in Q2 2019. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

  • KeyBank National Association reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
  • KeyBank National Association sold 3,199 ENVESTNET, INC. shares in Q2 2022, an estimated $239K.
  • KeyBank National Association first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 15 quarters.
  • KeyBank National Association's ENVESTNET, INC. position peaked at $299K in Q2 2019.
  • 257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on KeyBank National Association's 13F filing for Q2 2022, filed 8 Aug 2022.