RTC
ENV

Riverview Trust Company’s ENVESTNET, INC. ENV Stock Holding History

Riverview Trust Company’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
-258
Closed -$11K – 902
2022
Q3 		$11K Buy
258
+44
+21% +$2.35K 0.01% 675
2022
Q2 		$11K Buy
+214
New +$14.6K 0.01% 684

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Riverview Trust Company's ENV Position: Q4 2022 in Review

Riverview Trust Company sold out of ENVESTNET, INC. (ENV) in Q4 2022, closing a stake of 258 shares — an estimated $11K sold.

Riverview Trust Company first reported a position in ENV in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 240 funds tracked by Wall St. Rank hold ENV as of Q4 2022.

  • Riverview Trust Company reported no remaining ENVESTNET, INC. position as of Q4 2022 after selling out during the quarter.
  • Riverview Trust Company sold 258 ENVESTNET, INC. shares in Q4 2022, an estimated $11K.
  • Riverview Trust Company first reported a position in ENVESTNET, INC. in Q2 2022 and held it in 2 quarters.
  • Riverview Trust Company's ENVESTNET, INC. position peaked at $11K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.