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

Operose 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 Q4	–	Sell	-360	Closed	-$15.9K	–	763
2023 Q3	$15.9K	Buy	+360	New	+$19.8K	0.01%	508

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

VBA

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Operose Advisors's ENV Position: Q4 2023 in Review

Operose Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 360 shares — an estimated $15.9K sold.

Operose Advisors first reported a position in ENV in Q3 2023 and held it in 1 quarter. The position peaked at $15.9K in Q3 2023. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

Operose Advisors reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 360 ENVESTNET, INC. shares in Q4 2023, an estimated $15.9K.
Operose Advisors first reported a position in ENVESTNET, INC. in Q3 2023 and held it in 1 quarter.
Operose Advisors's ENVESTNET, INC. position peaked at $15.9K in Q3 2023.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.