SFS
ENV

Sowell Financial Services’s ENVESTNET, INC. ENV Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-20
Closed -$1K – 3226
2021
Q1 		$1K Sell
20
-118
-86% -$9.18K ﹤0.01% 3078
2020
Q4 		$11K Buy
138
+72
+109% +$5.8K ﹤0.01% 1989
2020
Q3 		$5K Buy
66
+44
+200% +$3.51K ﹤0.01% 2026
2020
Q2 		$2K Hold
22
– – ﹤0.01% 2232
2020
Q1 		$1K Sell
22
-15
-41% -$1.07K ﹤0.01% 2389
2019
Q4 		$3K Sell
37
-15
-29% -$975 ﹤0.01% 2141
2019
Q3 		$3K Buy
+52
New +$3.28K ﹤0.01% 2019

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Sowell Financial Services's ENV Position: Q2 2021 in Review

Sowell Financial Services sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in ENV in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q4 2020. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

  • Sowell Financial Services reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 20 ENVESTNET, INC. shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's ENVESTNET, INC. position peaked at $11K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.