Pittenger & Anderson Inc’s ENVESTNET, INC. ENV Stock Holding History

Pittenger & Anderson Inc’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 Q3	–	Sell	-1,475	Closed	-$112K	–	455
2021 Q2	$112K	Hold	1,475	–	–	0.01%	231
2021 Q1	$107K	Hold	1,475	–	–	0.01%	231
2020 Q4	$121K	Hold	1,475	–	–	0.01%	223
2020 Q3	$114K	Hold	1,475	–	–	0.01%	217
2020 Q2	$108K	Buy	1,475 +100	+7%	+$6.53K	0.01%	219
2020 Q1	$74K	Hold	1,375	–	–	0.01%	228
2019 Q4	$96K	Hold	1,375	–	–	0.01%	249
2019 Q3	$78K	Hold	1,375	–	–	0.01%	252
2019 Q2	$94K	Hold	1,375	–	–	0.01%	238
2019 Q1	$90K	Buy	1,375 +375	+38%	+$21.6K	0.01%	237
2018 Q4	$49K	Hold	1,000	–	–	﹤0.01%	255
2018 Q3	$61K	Hold	1,000	–	–	﹤0.01%	257
2018 Q2	$55K	Hold	1,000	–	–	﹤0.01%	259
2018 Q1	$57K	Buy	+1,000	New	+$55K	0.01%	262

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Pittenger & Anderson Inc's ENV Position: Q3 2021 in Review

Pittenger & Anderson Inc sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 1,475 shares — an estimated $112K sold.

Pittenger & Anderson Inc first reported a position in ENV in Q1 2018 and held it in 14 quarters. The position peaked at $121K in Q4 2020. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

Pittenger & Anderson Inc reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
Pittenger & Anderson Inc sold 1,475 ENVESTNET, INC. shares in Q3 2021, an estimated $112K.
Pittenger & Anderson Inc first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 14 quarters.
Pittenger & Anderson Inc's ENVESTNET, INC. position peaked at $121K in Q4 2020.
231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2021, filed 12 Nov 2021.