RJA
ENV

Raymond James & Associates’s ENVESTNET, INC. ENV Stock Holding History

Raymond James & Associates’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
2019
Q2 		– Sell
-14,100
Closed -$85K – 3841
2019
Q1 		$85K Buy
+14,100
New +$812K ﹤0.01% 3422
2018
Q4 		– Sell
-16,200
Closed -$6K – 3840
2018
Q3 		$6K Buy
+16,200
New +$980K ﹤0.01% 3599

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Raymond James & Associates's ENV Position: Q3 2024 in Review

Raymond James & Associates sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 25,886 shares — an estimated $1.62M sold.

Raymond James & Associates first reported a position in ENV in Q2 2015 and held it in 36 quarters. The position peaked at $4.57M in Q3 2019. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Raymond James & Associates reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Raymond James & Associates sold 25,886 ENVESTNET, INC. shares in Q3 2024, an estimated $1.62M.
  • Raymond James & Associates first reported a position in ENVESTNET, INC. in Q2 2015 and held it in 36 quarters.
  • Raymond James & Associates's ENVESTNET, INC. position peaked at $4.57M in Q3 2019.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.