Simmons Bank’s ENVESTNET, INC. ENV Stock Holding History

Simmons Bank’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
2021 Q1	–	Sell	-2,657	Closed	-$219K	–	372
2020 Q4	$219K	Hold	2,657	–	–	0.02%	343
2020 Q3	$205K	Sell	2,657 -573	-18%	-$45.8K	0.02%	334
2020 Q2	$238K	Buy	+3,230	New	+$211K	0.02%	321
2020 Q1	–	Sell	-3,928	Closed	-$274K	–	379
2019 Q4	$274K	Sell	3,928 -261	-6%	-$17K	0.02%	309
2019 Q3	$238K	Sell	4,189 -26	-0.6%	-$1.64K	0.02%	329
2019 Q2	$288K	Sell	4,215 -1,850	-31%	-$127K	0.03%	321
2019 Q1	$397K	Buy	6,065 +1,150	+23%	+$66.2K	0.04%	279
2018 Q4	$242K	Sell	4,915 -535	-10%	-$28.7K	0.03%	322
2018 Q3	$332K	Buy	5,450 +240	+5%	+$14.5K	0.03%	311
2018 Q2	$586K	Buy	+5,210	New	+$290K	0.05%	237

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VBA

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Simmons Bank's ENV Position: Q1 2021 in Review

Simmons Bank sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 2,657 shares — an estimated $219K sold.

Simmons Bank first reported a position in ENV in Q2 2018 and held it in 10 quarters. The position peaked at $586K in Q2 2018. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

Simmons Bank reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
Simmons Bank sold 2,657 ENVESTNET, INC. shares in Q1 2021, an estimated $219K.
Simmons Bank first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 10 quarters.
Simmons Bank's ENVESTNET, INC. position peaked at $586K in Q2 2018.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Simmons Bank's 13F filing for Q1 2021, filed 6 May 2021.