Panagora Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Panagora Asset Management’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
2022 Q2	–	Sell	-15,190	Closed	-$1.13M	–	1654
2022 Q1	$1.13M	Hold	15,190	–	–	0.01%	882
2021 Q4	$1.21M	Buy	15,190 +10,665	+236%	+$868K	0.01%	833
2021 Q3	$363K	Hold	4,525	–	–	﹤0.01%	1446
2021 Q2	$343K	Buy	+4,525	New	+$333K	﹤0.01%	1480
2021 Q1	–	Sell	-13	Closed	-$1K	–	3146
2020 Q4	$1K	Sell	13 -19,387	-100%	-$1.56M	﹤0.01%	2787
2020 Q3	$1.5M	Buy	19,400 +1,750	+10%	+$140K	0.01%	753
2020 Q2	$1.3M	Buy	+17,650	New	+$1.15M	0.01%	835
2018 Q4	–	Sell	-38,309	Closed	-$2.33M	–	2657
2018 Q3	$2.33M	Sell	38,309 -14,643	-28%	-$885K	0.01%	785
2018 Q2	$2.91M	Buy	52,952 +50,835	+2,401%	+$2.82M	0.01%	736
2018 Q1	$121K	Buy	+2,117	New	+$116K	﹤0.01%	1810
2015 Q2	–	Sell	-2,290	Closed	-$128K	–	2565
2015 Q1	$128K	Buy	+2,290	New	+$122K	﹤0.01%	1862

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

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

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

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

SIMG

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

Panagora Asset Management's ENV Position: Q2 2022 in Review

Panagora Asset Management sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 15,190 shares — an estimated $1.13M sold.

Panagora Asset Management first reported a position in ENV in Q1 2015 and held it in 11 quarters. The position peaked at $2.91M in Q2 2018. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

Panagora Asset Management reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
Panagora Asset Management sold 15,190 ENVESTNET, INC. shares in Q2 2022, an estimated $1.13M.
Panagora Asset Management first reported a position in ENVESTNET, INC. in Q1 2015 and held it in 11 quarters.
Panagora Asset Management's ENVESTNET, INC. position peaked at $2.91M in Q2 2018.
257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on Panagora Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.