PAMU
ENV

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

Pictet Asset Management (UK)’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
2021
Q2 		$306K Sell
4,030
-270
-6% -$19.9K ﹤0.01% 1406
2021
Q1 		$311K Hold
4,300
– – ﹤0.01% 1423
2020
Q4 		$354K Hold
4,300
– – ﹤0.01% 1303
2020
Q3 		$332K Buy
+4,300
New +$343K ﹤0.01% 1195

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Pictet Asset Management (UK)'s ENV Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its ENVESTNET, INC. (ENV) stake by 6.3% in Q2 2021, selling an estimated $19.9K and leaving 4,030 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Pictet Asset Management (UK) first reported a position in ENV in Q3 2020 and has held it in 4 quarters since. The position peaked at $354K in Q4 2020. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

  • Pictet Asset Management (UK) held 4,030 shares of ENVESTNET, INC. worth $306K as of Q2 2021.
  • Pictet Asset Management (UK) sold 270 ENVESTNET, INC. shares in Q2 2021, an estimated $19.9K.
  • ENVESTNET, INC. made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1406 holding.
  • Pictet Asset Management (UK) first reported a position in ENVESTNET, INC. in Q3 2020 and has held it in 4 quarters since.
  • Pictet Asset Management (UK)'s ENVESTNET, INC. position peaked at $354K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.