Ogorek Anthony Joseph’s ENVESTNET, INC. ENV Stock Holding History

Ogorek Anthony Joseph’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
2020 Q1	–	Sell	-369	Closed	-$25K	–	235
2019 Q4	$25K	Hold	369	–	–	0.01%	72
2019 Q3	$20K	Hold	369	–	–	0.01%	70
2019 Q2	$25K	Hold	369	–	–	0.02%	59
2019 Q1	$24K	Hold	369	–	–	0.02%	54
2018 Q4	$18K	Hold	369	–	–	0.01%	63
2018 Q3	$22K	Hold	369	–	–	0.02%	57
2018 Q2	$20K	Hold	369	–	–	0.02%	52
2018 Q1	$21K	Buy	+369	New	+$20.3K	0.02%	46

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

VBA

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ogorek Anthony Joseph's ENV Position: Q1 2020 in Review

Ogorek Anthony Joseph sold out of ENVESTNET, INC. (ENV) in Q1 2020, closing a stake of 369 shares — an estimated $25K sold.

Ogorek Anthony Joseph first reported a position in ENV in Q1 2018 and held it in 8 quarters. The position peaked at $25K in Q4 2019. 242 funds tracked by Wall St. Rank hold ENV as of Q1 2020.

Ogorek Anthony Joseph reported no remaining ENVESTNET, INC. position as of Q1 2020 after selling out during the quarter.
Ogorek Anthony Joseph sold 369 ENVESTNET, INC. shares in Q1 2020, an estimated $25K.
Ogorek Anthony Joseph first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 8 quarters.
Ogorek Anthony Joseph's ENVESTNET, INC. position peaked at $25K in Q4 2019.
242 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2020.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2020, filed 10 Apr 2020.