Natixis Advisors
ENV

Natixis Advisors’s ENVESTNET, INC. ENV Stock Holding History

Natixis 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
-11,477
Closed -$718K – 1669
2024
Q2 		$718K Buy
+11,477
New +$722K ﹤0.01% 1354
2021
Q3 		– Sell
-10,548
Closed -$800K – 1380
2021
Q2 		$800K Sell
10,548
-16,640
-61% -$1.22M ﹤0.01% 1137
2021
Q1 		$1.96M Sell
27,188
-1,731
-6% -$135K 0.01% 886
2020
Q4 		$2.38M Buy
28,919
+1,961
+7% +$158K 0.01% 780
2020
Q3 		$2.08M Buy
26,958
+869
+3% +$69.4K 0.01% 785
2020
Q2 		$1.92M Buy
26,089
+4,342
+20% +$284K 0.01% 815
2020
Q1 		$1.17M Sell
21,747
-5,296
-20% -$379K 0.01% 863
2019
Q4 		$1.88M Buy
27,043
+12,030
+80% +$782K 0.01% 820
2019
Q3 		$851K Sell
15,013
-573
-4% -$36.2K 0.01% 968
2019
Q2 		$1.07M Buy
+15,586
New +$1.07M 0.01% 918

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
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 $2.9T AUM 29.55% 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

Natixis Advisors's ENV Position: Q3 2024 in Review

Natixis Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 11,477 shares — an estimated $718K sold.

Natixis Advisors first reported a position in ENV in Q2 2019 and held it in 10 quarters. The position peaked at $2.38M in Q4 2020. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Natixis Advisors reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Natixis Advisors sold 11,477 ENVESTNET, INC. shares in Q3 2024, an estimated $718K.
  • Natixis Advisors first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 10 quarters.
  • Natixis Advisors's ENVESTNET, INC. position peaked at $2.38M in Q4 2020.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Natixis Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.