PI
ENV

PEAK6 Investments’s ENVESTNET, INC. ENV Stock Holding History

PEAK6 Investments’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
-10,100
Closed -$623K – 5241
2022
Q4 		$623K Buy
10,100
+8,200
+432% +$437K ﹤0.01% 2325
2022
Q3 		$84K Buy
+1,900
New +$101K ﹤0.01% 4177
2019
Q3 		– Sell
-200
Closed -$14K – 4635
2019
Q2 		$14K Sell
200
-14,800
-99% -$1.02M ﹤0.01% 3469
2019
Q1 		$981K Buy
15,000
+10,000
+200% +$576K 0.01% 1861
2018
Q4 		$246K Hold
5,000
– – ﹤0.01% 2882
2018
Q3 		$305K Buy
+5,000
New +$302K ﹤0.01% 2935

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.81T AUM 41.13% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Investment Management
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

PEAK6 Investments's ENV Position: Q4 2023 in Review

PEAK6 Investments sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 18,525 shares — an estimated $816K sold.

PEAK6 Investments first reported a position in ENV in Q3 2018 and held it in 11 quarters. The position peaked at $7.09M in Q3 2022. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

  • PEAK6 Investments reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
  • PEAK6 Investments sold 18,525 ENVESTNET, INC. shares in Q4 2023, an estimated $816K.
  • PEAK6 Investments first reported a position in ENVESTNET, INC. in Q3 2018 and held it in 11 quarters.
  • PEAK6 Investments's ENVESTNET, INC. position peaked at $7.09M in Q3 2022.
  • 219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.