PWMG
ENV

Prestige Wealth Management Group’s ENVESTNET, INC. ENV Stock Holding History

Prestige Wealth Management Group’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
2022
Q3 		– Sell
-8
Closed – – 1117
2022
Q2 		$0 Buy
+8
New +$547 ﹤0.01% 1115

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Prestige Wealth Management Group's ENV Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 8 shares.

Prestige Wealth Management Group first reported a position in ENV in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

  • Prestige Wealth Management Group reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 8 ENVESTNET, INC. shares in Q3 2022.
  • Prestige Wealth Management Group first reported a position in ENVESTNET, INC. in Q2 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's ENVESTNET, INC. position peaked at $0 in Q2 2022.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.