Roberts Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

Roberts Wealth 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 Q2	–	Sell	-19,301	Closed	-$1.43M	–	92
2022 Q1	$1.43M	Buy	19,301 +725	+4%	+$53.1K	0.56%	53
2021 Q4	$1.5M	Buy	18,576 +470	+3%	+$38.3K	0.54%	56
2021 Q3	$1.45M	Buy	+18,106	New	+$1.38M	0.58%	52

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Roberts Wealth Advisors's ENV Position: Q2 2022 in Review

Roberts Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 19,301 shares — an estimated $1.43M sold.

Roberts Wealth Advisors first reported a position in ENV in Q3 2021 and held it in 3 quarters. The position peaked at $1.5M in Q4 2021. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

Roberts Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
Roberts Wealth Advisors sold 19,301 ENVESTNET, INC. shares in Q2 2022, an estimated $1.43M.
Roberts Wealth Advisors first reported a position in ENVESTNET, INC. in Q3 2021 and held it in 3 quarters.
Roberts Wealth Advisors's ENVESTNET, INC. position peaked at $1.5M in Q4 2021.
257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on Roberts Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.