Steward Financial Group’s ENVESTNET, INC. ENV Stock Holding History

Steward Financial Group’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 Q2	–	Sell	-24	Closed	-$1K	–	1106
2023 Q1	$1K	Buy	24 +14	+140%	+$869	﹤0.01%	692
2022 Q4	$0	Buy	+10	New	+$532	﹤0.01%	897
2022 Q3	–	Sell	-14	Closed	–	–	1499
2022 Q2	$0	Buy	+14	New	+$957	﹤0.01%	1502

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

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

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

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Steward Financial Group's ENV Position: Q2 2023 in Review

Steward Financial Group sold out of ENVESTNET, INC. (ENV) in Q2 2023, closing a stake of 24 shares — an estimated $1K sold.

Steward Financial Group first reported a position in ENV in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 228 funds tracked by Wall St. Rank hold ENV as of Q2 2023.

Steward Financial Group reported no remaining ENVESTNET, INC. position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 24 ENVESTNET, INC. shares in Q2 2023, an estimated $1K.
Steward Financial Group first reported a position in ENVESTNET, INC. in Q2 2022 and held it in 3 quarters.
Steward Financial Group's ENVESTNET, INC. position peaked at $1K in Q1 2023.
228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.