Regions Financial Corp’s ENVESTNET, INC. ENV Stock Holding History

Regions Financial Corp’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
2021 Q1	–	Sell	-2,651	Closed	-$218K	–	893
2020 Q4	$218K	Buy	2,651 +31	+1%	+$2.5K	﹤0.01%	773
2020 Q3	$202K	Buy	+2,620	New	+$209K	﹤0.01%	741
2019 Q2	–	Sell	-17	Closed	-$1K	–	1993
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	1919
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	1888
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	1956
2018 Q2	$1K	Buy	+17	New	+$945	﹤0.01%	2066

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ESCM

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Regions Financial Corp's ENV Position: Q1 2021 in Review

Regions Financial Corp sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 2,651 shares — an estimated $218K sold.

Regions Financial Corp first reported a position in ENV in Q2 2018 and held it in 6 quarters. The position peaked at $218K in Q4 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

Regions Financial Corp reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
Regions Financial Corp sold 2,651 ENVESTNET, INC. shares in Q1 2021, an estimated $218K.
Regions Financial Corp first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 6 quarters.
Regions Financial Corp's ENVESTNET, INC. position peaked at $218K in Q4 2020.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Regions Financial Corp's 13F filing for Q1 2021, filed 2 Jun 2021.