Spire Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Spire Wealth 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
2023 Q1	–	Sell	-14	Closed	-$1K	–	2639
2022 Q4	$1K	Buy	+14	New	+$745	﹤0.01%	2295
2022 Q1	–	Sell	-19	Closed	-$2K	–	3022
2021 Q4	$2K	Buy	+19	New	+$1.55K	﹤0.01%	2840
2021 Q2	–	Sell	-35	Closed	-$3K	–	3138
2021 Q1	$3K	Buy	+35	New	+$2.72K	﹤0.01%	2814

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Spire Wealth Management's ENV Position: Q1 2023 in Review

Spire Wealth Management sold out of ENVESTNET, INC. (ENV) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in ENV in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 237 funds tracked by Wall St. Rank hold ENV as of Q1 2023.

Spire Wealth Management reported no remaining ENVESTNET, INC. position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 14 ENVESTNET, INC. shares in Q1 2023, an estimated $1K.
Spire Wealth Management first reported a position in ENVESTNET, INC. in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's ENVESTNET, INC. position peaked at $3K in Q1 2021.
237 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.