SFO
ENV

Standard Family Office’s ENVESTNET, INC. ENV Stock Holding History

Standard Family Office’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
Q3 		– Sell
-155
Closed -$12K – 565
2021
Q2 		$12K Hold
155
– – ﹤0.01% 256
2021
Q1 		$11K Buy
155
+51
+49% +$3.97K ﹤0.01% 315
2020
Q4 		$9K Buy
+104
New +$8.38K ﹤0.01% 317

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 $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Standard Family Office's ENV Position: Q3 2021 in Review

Standard Family Office sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 155 shares — an estimated $12K sold.

Standard Family Office first reported a position in ENV in Q4 2020 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

  • Standard Family Office reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 155 ENVESTNET, INC. shares in Q3 2021, an estimated $12K.
  • Standard Family Office first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's ENVESTNET, INC. position peaked at $12K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.