MYIA
ENV

Mount Yale Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History

Mount Yale Investment 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
2024
Q3 		– Sell
-3,466
Closed -$217K – 618
2024
Q2 		$217K Buy
+3,466
New +$218K 0.02% 505
2018
Q4 		– Sell
-923
Closed -$49K – 950
2018
Q3 		$49K Buy
923
+213
+30% +$12.9K 0.01% 604
2018
Q2 		$39K Buy
710
+3
+0.4% +$167 0.01% 680
2018
Q1 		$41K Buy
+707
New +$38.9K 0.01% 657

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Mount Yale Investment Advisors's ENV Position: Q3 2024 in Review

Mount Yale Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 3,466 shares — an estimated $217K sold.

Mount Yale Investment Advisors first reported a position in ENV in Q1 2018 and held it in 4 quarters. The position peaked at $217K in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Mount Yale Investment Advisors reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,466 ENVESTNET, INC. shares in Q3 2024, an estimated $217K.
  • Mount Yale Investment Advisors first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's ENVESTNET, INC. position peaked at $217K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.