One Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

One Wealth 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
2023 Q1	–	Sell	-1,221	Closed	-$75.3K	–	639
2022 Q4	$75.3K	Buy	+1,221	New	+$65K	0.02%	336
2019 Q2	–	Sell	-1,382	Closed	-$90K	–	579
2019 Q1	$90K	Buy	+1,382	New	+$79.6K	0.07%	188
2018 Q4	–	Sell	-1,236	Closed	-$75K	–	586
2018 Q3	$75K	Sell	1,236 -48	-4%	-$2.9K	0.06%	224
2018 Q2	$71K	Hold	1,284	–	–	0.06%	230
2018 Q1	$74K	Buy	1,284 +396	+45%	+$21.8K	0.07%	211
2017 Q4	$44K	Buy	+888	New	+$46K	0.04%	283

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

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

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

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

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

One Wealth Advisors's ENV Position: Q1 2023 in Review

One Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2023, closing a stake of 1,221 shares — an estimated $75.3K sold.

One Wealth Advisors first reported a position in ENV in Q4 2017 and held it in 6 quarters. The position peaked at $90K in Q1 2019. 237 funds tracked by Wall St. Rank hold ENV as of Q1 2023.

One Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,221 ENVESTNET, INC. shares in Q1 2023, an estimated $75.3K.
One Wealth Advisors first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's ENVESTNET, INC. position peaked at $90K in Q1 2019.
237 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.