SOW
ENV

State of Wyoming’s ENVESTNET, INC. ENV Stock Holding History

State of Wyoming’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
2024
Q3 		– Sell
-7,063
Closed -$442K – 1951
2024
Q2 		$442K Buy
7,063
+905
+15% +$56.9K 0.07% 159
2024
Q1 		$357K Buy
6,158
+526
+9% +$27.4K 0.06% 261
2023
Q4 		$279K Buy
5,632
+1,208
+27% +$49.4K 0.05% 346
2023
Q3 		$195K Buy
4,424
+958
+28% +$52.6K 0.04% 486
2023
Q2 		$206K Sell
3,466
-1,823
-34% -$106K 0.06% 371
2023
Q1 		$310K Buy
5,289
+3,159
+148% +$196K 0.1% 140
2022
Q4 		$131K Buy
2,130
+60
+3% +$3.19K 0.04% 600
2022
Q3 		$92K Sell
2,070
-266
-11% -$14.2K 0.05% 652
2022
Q2 		$123K Sell
2,336
-977
-29% -$66.8K 0.08% 368
2022
Q1 		$247K Sell
3,313
-93
-3% -$6.81K 0.12% 123
2021
Q4 		$270K Buy
3,406
+184
+6% +$15K 0.13% 127
2021
Q3 		$258K Buy
3,222
+225
+8% +$17.2K 0.17% 105
2021
Q2 		$227K Buy
2,997
+2,994
+99,800% +$220K 0.14% 157
2021
Q1 		$0 Buy
+3
New +$233 ﹤0.01% 568

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

State of Wyoming's ENV Position: Q3 2024 in Review

State of Wyoming sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 7,063 shares — an estimated $442K sold.

State of Wyoming first reported a position in ENV in Q1 2021 and held it in 14 quarters. The position peaked at $442K in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • State of Wyoming reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • State of Wyoming sold 7,063 ENVESTNET, INC. shares in Q3 2024, an estimated $442K.
  • State of Wyoming first reported a position in ENVESTNET, INC. in Q1 2021 and held it in 14 quarters.
  • State of Wyoming's ENVESTNET, INC. position peaked at $442K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on State of Wyoming's 13F filing for Q3 2024, filed 14 Nov 2024.