SIAS
ENV

Shine Investment Advisory Services’s ENVESTNET, INC. ENV Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$4K Hold
57
– – ﹤0.01% 668
2020
Q2 		$4K Hold
57
– – ﹤0.01% 680
2020
Q1 		$3K Sell
57
-43
-43% -$3.08K ﹤0.01% 670
2019
Q4 		$7K Hold
100
– – ﹤0.01% 641
2019
Q3 		$6K Hold
100
– – ﹤0.01% 647
2019
Q2 		$7K Buy
+100
New +$6.87K ﹤0.01% 601

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Shine Investment Advisory Services's ENV Position: Q3 2020 in Review

Shine Investment Advisory Services held its ENVESTNET, INC. (ENV) position steady in Q3 2020 at 57 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Shine Investment Advisory Services first reported a position in ENV in Q2 2019 and has held it in 6 quarters since. The position peaked at $7K in Q4 2019. 273 funds tracked by Wall St. Rank hold ENV as of Q3 2020.

  • Shine Investment Advisory Services held 57 shares of ENVESTNET, INC. worth $4K as of Q3 2020.
  • Shine Investment Advisory Services left its ENVESTNET, INC. share count unchanged in Q3 2020.
  • ENVESTNET, INC. made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #668 holding.
  • Shine Investment Advisory Services first reported a position in ENVESTNET, INC. in Q2 2019 and has held it in 6 quarters since.
  • Shine Investment Advisory Services's ENVESTNET, INC. position peaked at $7K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.