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 – 3234
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 $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return