Kings Point Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Kings Point Capital Management’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 Q1	–	Sell	-181	Closed	-$14K	–	665
2021 Q4	$14K	Hold	181	–	–	﹤0.01%	600
2021 Q3	$15K	Hold	181	–	–	﹤0.01%	526
2021 Q2	$14K	Hold	181	–	–	﹤0.01%	510
2021 Q1	$13K	Buy	+181	New	+$14.1K	﹤0.01%	511

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 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

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

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

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

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

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Kings Point Capital Management's ENV Position: Q1 2022 in Review

Kings Point Capital Management sold out of ENVESTNET, INC. (ENV) in Q1 2022, closing a stake of 181 shares — an estimated $14K sold.

Kings Point Capital Management first reported a position in ENV in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q3 2021. 276 funds tracked by Wall St. Rank hold ENV as of Q1 2022.

Kings Point Capital Management reported no remaining ENVESTNET, INC. position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 181 ENVESTNET, INC. shares in Q1 2022, an estimated $14K.
Kings Point Capital Management first reported a position in ENVESTNET, INC. in Q1 2021 and held it in 4 quarters.
Kings Point Capital Management's ENVESTNET, INC. position peaked at $15K in Q3 2021.
276 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.