PWPS
ENV

Pinnacle Wealth Planning Services’s ENVESTNET, INC. ENV Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-451
Closed -$37K – 2339
2020
Q4 		$37K Buy
+451
New +$36.3K 0.01% 929

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Pinnacle Wealth Planning Services's ENV Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 451 shares — an estimated $37K sold.

Pinnacle Wealth Planning Services first reported a position in ENV in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 451 ENVESTNET, INC. shares in Q1 2021, an estimated $37K.
  • Pinnacle Wealth Planning Services first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's ENVESTNET, INC. position peaked at $37K in Q4 2020.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.