LWM
ENV

Liberty Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Liberty Wealth 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
2021
Q2 		– Sell
-32
Closed -$2K – 1218
2021
Q1 		$2K Hold
32
– – ﹤0.01% 847
2020
Q4 		$2K Sell
32
-9
-22% -$725 ﹤0.01% 844
2020
Q3 		$3K Buy
+41
New +$3.27K ﹤0.01% 736

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Liberty Wealth Management's ENV Position: Q2 2021 in Review

Liberty Wealth Management sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in ENV in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

  • Liberty Wealth Management reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 32 ENVESTNET, INC. shares in Q2 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in ENVESTNET, INC. in Q3 2020 and held it in 3 quarters.
  • Liberty Wealth Management's ENVESTNET, INC. position peaked at $3K in Q3 2020.
  • 245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.