Shelton Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Shelton Capital 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
2022 Q2	–	Sell	-3,017	Closed	-$225K	–	824
2022 Q1	$225K	Hold	3,017	–	–	0.01%	723
2021 Q4	$239K	Hold	3,017	–	–	0.01%	697
2021 Q3	$242K	Hold	3,017	–	–	0.01%	668
2021 Q2	$229K	Buy	+3,017	New	+$222K	0.01%	717

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $9.33B AUM 56.1% 1-Year Est. Return

Shelton Capital Management's ENV Position: Q2 2022 in Review

Shelton Capital Management sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 3,017 shares — an estimated $225K sold.

Shelton Capital Management first reported a position in ENV in Q2 2021 and held it in 4 quarters. The position peaked at $242K in Q3 2021. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

Shelton Capital Management reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
Shelton Capital Management sold 3,017 ENVESTNET, INC. shares in Q2 2022, an estimated $225K.
Shelton Capital Management first reported a position in ENVESTNET, INC. in Q2 2021 and held it in 4 quarters.
Shelton Capital Management's ENVESTNET, INC. position peaked at $242K in Q3 2021.
257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.