RDIA
ENV

RE Dickinson Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History

RE Dickinson Investment 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
2022
Q4 		– Sell
-1,000
Closed -$44K – 408
2022
Q3 		$44K Hold
1,000
– – 0.04% 77
2022
Q2 		$53 Hold
1,000
– – 0.01% 77
2022
Q1 		$74K Hold
1,000
– – 0.05% 74
2021
Q4 		$79K Buy
+1,000
New +$81.4K 0.06% 62

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RE Dickinson Investment Advisors's ENV Position: Q4 2022 in Review

RE Dickinson Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2022, closing a stake of 1,000 shares — an estimated $44K sold.

RE Dickinson Investment Advisors first reported a position in ENV in Q4 2021 and held it in 4 quarters. The position peaked at $79K in Q4 2021. 240 funds tracked by Wall St. Rank hold ENV as of Q4 2022.

  • RE Dickinson Investment Advisors reported no remaining ENVESTNET, INC. position as of Q4 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 1,000 ENVESTNET, INC. shares in Q4 2022, an estimated $44K.
  • RE Dickinson Investment Advisors first reported a position in ENVESTNET, INC. in Q4 2021 and held it in 4 quarters.
  • RE Dickinson Investment Advisors's ENVESTNET, INC. position peaked at $79K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.