Kore Private Wealth’s ENVESTNET, INC. ENV Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-35	Closed	-$2K	–	1242
2020 Q2	$2K	Buy	+35	New	+$2.29K	﹤0.01%	1067

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Kore Private Wealth's ENV Position: Q3 2020 in Review

Kore Private Wealth sold out of ENVESTNET, INC. (ENV) in Q3 2020, closing a stake of 35 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in ENV in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 273 funds tracked by Wall St. Rank hold ENV as of Q3 2020.

Kore Private Wealth reported no remaining ENVESTNET, INC. position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 35 ENVESTNET, INC. shares in Q3 2020, an estimated $2K.
Kore Private Wealth first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's ENVESTNET, INC. position peaked at $2K in Q2 2020.
273 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.