PCM
ENV

Pinz Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Pinz Capital 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
2020
Q1 		– Sell
-1,621
Closed -$113K – 384
2019
Q4 		$113K Buy
+1,621
New +$105K 0.04% 128

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Pinz Capital Management's ENV Position: Q1 2020 in Review

Pinz Capital Management sold out of ENVESTNET, INC. (ENV) in Q1 2020, closing a stake of 1,621 shares — an estimated $113K sold.

Pinz Capital Management first reported a position in ENV in Q4 2019 and held it in 1 quarter. The position peaked at $113K in Q4 2019. 242 funds tracked by Wall St. Rank hold ENV as of Q1 2020.

  • Pinz Capital Management reported no remaining ENVESTNET, INC. position as of Q1 2020 after selling out during the quarter.
  • Pinz Capital Management sold 1,621 ENVESTNET, INC. shares in Q1 2020, an estimated $113K.
  • Pinz Capital Management first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 1 quarter.
  • Pinz Capital Management's ENVESTNET, INC. position peaked at $113K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2020.

Based on Pinz Capital Management's 13F filing for Q1 2020, filed 12 May 2020.