LWCFA
ENV

Loring Wolcott & Coolidge Fiduciary Advisors’s ENVESTNET, INC. ENV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-89
Closed -$7K – 786
2020
Q4 		$7K Buy
+89
New +$7.17K ﹤0.01% 659

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ENV Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 89 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ENV in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 89 ENVESTNET, INC. shares in Q1 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ENVESTNET, INC. position peaked at $7K in Q4 2020.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.