Mather Group’s ENVESTNET, INC. ENV Stock Holding History

Mather Group’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
2024 Q2	–	Sell	-15	Closed	-$743	–	2301
2024 Q1	$743	Buy	+15	New	+$783	﹤0.01%	1656

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VBA

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

Mather Group's ENV Position: Q2 2024 in Review

Mather Group sold out of ENVESTNET, INC. (ENV) in Q2 2024, closing a stake of 15 shares — an estimated $743 sold.

Mather Group first reported a position in ENV in Q1 2024 and held it in 1 quarter. The position peaked at $743 in Q1 2024. 252 funds tracked by Wall St. Rank hold ENV as of Q2 2024.

Mather Group reported no remaining ENVESTNET, INC. position as of Q2 2024 after selling out during the quarter.
Mather Group sold 15 ENVESTNET, INC. shares in Q2 2024, an estimated $743.
Mather Group first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 1 quarter.
Mather Group's ENVESTNET, INC. position peaked at $743 in Q1 2024.
252 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.