Quantinno Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Quantinno Capital Management’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	-4,775	Closed	-$252K	–	681
2022 Q2	$252K	Sell	4,775 -16	-0.3%	-$1.09K	0.04%	511
2022 Q1	$357K	Hold	4,791	–	–	0.05%	398
2021 Q4	$380K	Buy	4,791 +16	+0.3%	+$1.3K	0.07%	343
2021 Q3	$383K	Hold	4,775	–	–	0.43%	95
2021 Q2	$362K	Sell	4,775 -1,096	-19%	-$80.6K	0.41%	110
2021 Q1	$424K	Hold	5,871	–	–	0.46%	80
2020 Q4	$483K	Hold	5,871	–	–	0.37%	87
2020 Q3	$453K	Sell	5,871 -1,348	-19%	-$108K	0.3%	143
2020 Q2	$531K	Buy	+7,219	New	+$472K	0.52%	20

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Quantinno Capital Management's ENV Position: Q3 2022 in Review

Quantinno Capital Management sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 4,775 shares — an estimated $252K sold.

Quantinno Capital Management first reported a position in ENV in Q2 2020 and held it in 9 quarters. The position peaked at $531K in Q2 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

Quantinno Capital Management reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
Quantinno Capital Management sold 4,775 ENVESTNET, INC. shares in Q3 2022, an estimated $252K.
Quantinno Capital Management first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 9 quarters.
Quantinno Capital Management's ENVESTNET, INC. position peaked at $531K in Q2 2020.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on Quantinno Capital Management's 13F filing for Q3 2022, filed 8 Nov 2022.