MCIA
ENV

Mountain Capital Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History

Mountain Capital 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
2021
Q3 		– Sell
-4,497
Closed -$332K – 129
2021
Q2 		$332K Sell
4,497
-600
-12% -$44.1K 0.15% 113
2021
Q1 		$379K Buy
5,097
+1,101
+28% +$85.6K 0.19% 129
2020
Q4 		$338K Buy
+3,996
New +$322K 0.2% 116

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 $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mountain Capital Investment Advisors's ENV Position: Q3 2021 in Review

Mountain Capital Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 4,497 shares — an estimated $332K sold.

Mountain Capital Investment Advisors first reported a position in ENV in Q4 2020 and held it in 3 quarters. The position peaked at $379K in Q1 2021. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

  • Mountain Capital Investment Advisors reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 4,497 ENVESTNET, INC. shares in Q3 2021, an estimated $332K.
  • Mountain Capital Investment Advisors first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's ENVESTNET, INC. position peaked at $379K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.