Profund Advisors’s ENVESTNET, INC. ENV Stock Holding History

Profund 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
2023 Q1	–	Sell	-3,266	Closed	-$202K	–	1192
2022 Q4	$202K	Buy	+3,266	New	+$174K	0.01%	922
2022 Q2	–	Sell	-4,259	Closed	-$317K	–	1359
2022 Q1	$317K	Buy	4,259 +6	+0.1%	+$439	0.01%	894
2021 Q4	$337K	Buy	4,253 +114	+3%	+$9.28K	0.01%	902
2021 Q3	$332K	Sell	4,139 -401	-9%	-$30.6K	0.01%	877
2021 Q2	$344K	Buy	+4,540	New	+$334K	0.01%	945

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Profund Advisors's ENV Position: Q1 2023 in Review

Profund Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2023, closing a stake of 3,266 shares — an estimated $202K sold.

Profund Advisors first reported a position in ENV in Q2 2021 and held it in 5 quarters. The position peaked at $344K in Q2 2021. 237 funds tracked by Wall St. Rank hold ENV as of Q1 2023.

Profund Advisors reported no remaining ENVESTNET, INC. position as of Q1 2023 after selling out during the quarter.
Profund Advisors sold 3,266 ENVESTNET, INC. shares in Q1 2023, an estimated $202K.
Profund Advisors first reported a position in ENVESTNET, INC. in Q2 2021 and held it in 5 quarters.
Profund Advisors's ENVESTNET, INC. position peaked at $344K in Q2 2021.
237 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2023.

Based on Profund Advisors's 13F filing for Q1 2023, filed 12 May 2023.