PAG
ENV

Private Advisor Group’s ENVESTNET, INC. ENV Stock Holding History

Private Advisor 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
Q1 		– Sell
-2,595
Closed -$206K – 2341
2021
Q4 		$206K Sell
2,595
-75
-3% -$6.11K ﹤0.01% 1918
2021
Q3 		$214K Hold
2,670
– – ﹤0.01% 1843
2021
Q2 		$203K Buy
+2,670
New +$196K ﹤0.01% 1822
2021
Q1 		– Sell
-2,655
Closed -$218K – 2006
2020
Q4 		$218K Buy
2,655
+53
+2% +$4.27K ﹤0.01% 1593
2020
Q3 		$201K Hold
2,602
– – ﹤0.01% 1403
2020
Q2 		$191K Buy
+2,602
New +$170K ﹤0.01% 1385
2019
Q3 		– Sell
-5,040
Closed -$344K – 1834
2019
Q2 		$344K Buy
+5,040
New +$346K 0.01% 1214

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
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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Private Advisor Group's ENV Position: Q1 2022 in Review

Private Advisor Group sold out of ENVESTNET, INC. (ENV) in Q1 2022, closing a stake of 2,595 shares — an estimated $206K sold.

Private Advisor Group first reported a position in ENV in Q2 2019 and held it in 7 quarters. The position peaked at $344K in Q2 2019. 276 funds tracked by Wall St. Rank hold ENV as of Q1 2022.

  • Private Advisor Group reported no remaining ENVESTNET, INC. position as of Q1 2022 after selling out during the quarter.
  • Private Advisor Group sold 2,595 ENVESTNET, INC. shares in Q1 2022, an estimated $206K.
  • Private Advisor Group first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 7 quarters.
  • Private Advisor Group's ENVESTNET, INC. position peaked at $344K in Q2 2019.
  • 276 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2022.

Based on Private Advisor Group's 13F filing for Q1 2022, filed 10 May 2022.