MIM
ENV

Macroview Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Macroview Investment 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
Q4 		– Sell
-126
Closed -$10K – 483
2021
Q3 		$10K Buy
+126
New +$9.63K 0.01% 195

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Macroview Investment Management's ENV Position: Q4 2021 in Review

Macroview Investment Management sold out of ENVESTNET, INC. (ENV) in Q4 2021, closing a stake of 126 shares — an estimated $10K sold.

Macroview Investment Management first reported a position in ENV in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 256 funds tracked by Wall St. Rank hold ENV as of Q4 2021.

  • Macroview Investment Management reported no remaining ENVESTNET, INC. position as of Q4 2021 after selling out during the quarter.
  • Macroview Investment Management sold 126 ENVESTNET, INC. shares in Q4 2021, an estimated $10K.
  • Macroview Investment Management first reported a position in ENVESTNET, INC. in Q3 2021 and held it in 1 quarter.
  • Macroview Investment Management's ENVESTNET, INC. position peaked at $10K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2021.

Based on Macroview Investment Management's 13F filing for Q4 2021, filed 25 Jan 2022.