Pictet Asset Management (Switzerland)’s ENVESTNET, INC. ENV Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$327K	Hold	5,510	–	–	﹤0.01%	1464
2023 Q1	$323K	Hold	5,510	–	–	﹤0.01%	1452
2022 Q4	$340K	Buy	+5,510	New	+$293K	﹤0.01%	1428
2022 Q2	–	Sell	-3,680	Closed	-$274K	–	1735
2022 Q1	$274K	Buy	3,680 +279	+8%	+$20.4K	﹤0.01%	1413
2021 Q4	$270K	Sell	3,401 -629	-16%	-$51.2K	﹤0.01%	1449
2021 Q3	$323K	Buy	+4,030	New	+$308K	﹤0.01%	1373

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

SIMG

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

Pictet Asset Management (Switzerland)'s ENV Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its ENVESTNET, INC. (ENV) position steady in Q2 2023 at 5,510 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Pictet Asset Management (Switzerland) first reported a position in ENV in Q3 2021 and has held it in 6 quarters since. The position peaked at $340K in Q4 2022. 228 funds tracked by Wall St. Rank hold ENV as of Q2 2023.

Pictet Asset Management (Switzerland) held 5,510 shares of ENVESTNET, INC. worth $327K as of Q2 2023.
Pictet Asset Management (Switzerland) left its ENVESTNET, INC. share count unchanged in Q2 2023.
ENVESTNET, INC. made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1464 holding.
Pictet Asset Management (Switzerland) first reported a position in ENVESTNET, INC. in Q3 2021 and has held it in 6 quarters since.
Pictet Asset Management (Switzerland)'s ENVESTNET, INC. position peaked at $340K in Q4 2022.
228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.