Securian Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Securian Asset Management’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
2023 Q4	–	Sell	-4,203	Closed	-$185K	–	946
2023 Q3	$185K	Sell	4,203 -643	-13%	-$35.3K	0.01%	918
2023 Q2	$288K	Sell	4,846 -185	-4%	-$10.7K	0.01%	861
2023 Q1	$295K	Hold	5,031	–	–	0.01%	844
2022 Q4	$310K	Hold	5,031	–	–	0.01%	824
2022 Q3	$223K	Hold	5,031	–	–	0.01%	873
2022 Q2	$265K	Buy	5,031 +142	+3%	+$9.71K	0.01%	894
2022 Q1	$364K	Hold	4,889	–	–	0.01%	863
2021 Q4	$388K	Hold	4,889	–	–	0.01%	851
2021 Q3	$392K	Sell	4,889 -111	-2%	-$8.48K	0.01%	841
2021 Q2	$379K	Buy	+5,000	New	+$368K	0.01%	855

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

VBA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Securian Asset Management's ENV Position: Q4 2023 in Review

Securian Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 4,203 shares — an estimated $185K sold.

Securian Asset Management first reported a position in ENV in Q2 2021 and held it in 10 quarters. The position peaked at $392K in Q3 2021. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

Securian Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
Securian Asset Management sold 4,203 ENVESTNET, INC. shares in Q4 2023, an estimated $185K.
Securian Asset Management first reported a position in ENVESTNET, INC. in Q2 2021 and held it in 10 quarters.
Securian Asset Management's ENVESTNET, INC. position peaked at $392K in Q3 2021.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Securian Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.