PMFA
ENV

Plante Moran Financial Advisors’s ENVESTNET, INC. ENV Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-80
Closed -$6K – 1049
2020
Q3 		$6K Buy
+80
New +$6.39K ﹤0.01% 683

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
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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Plante Moran Financial Advisors's ENV Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2020, closing a stake of 80 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in ENV in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 286 funds tracked by Wall St. Rank hold ENV as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining ENVESTNET, INC. position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 80 ENVESTNET, INC. shares in Q4 2020, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in ENVESTNET, INC. in Q3 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's ENVESTNET, INC. position peaked at $6K in Q3 2020.
  • 286 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.