Lenox Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

Lenox Wealth Advisors’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 Q2	–	Sell	-30	Closed	-$2K	–	863
2020 Q1	$2K	Buy	+30	New	+$2.15K	﹤0.01%	640

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

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

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

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

SIMG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's ENV Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q2 2020, closing a stake of 30 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ENV in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 256 funds tracked by Wall St. Rank hold ENV as of Q2 2020.

Lenox Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 30 ENVESTNET, INC. shares in Q2 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in ENVESTNET, INC. in Q1 2020 and held it in 1 quarter.
Lenox Wealth Advisors's ENVESTNET, INC. position peaked at $2K in Q1 2020.
256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.