Sutton Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

Sutton Wealth Advisors’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	-10	Closed	-$617	–	1673
2022 Q4	$617	Sell	10 -7	-41%	-$373	﹤0.01%	1449
2022 Q3	$755	Buy	17 +3	+21%	+$160	﹤0.01%	1374
2022 Q2	$739	Buy	+14	New	+$957	﹤0.01%	1364
2022 Q1	–	Sell	-7	Closed	-$555	–	1758
2021 Q4	$555	Buy	+7	New	+$570	﹤0.01%	1488

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

Sutton Wealth Advisors's ENV Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2023, closing a stake of 10 shares — an estimated $617 sold.

Sutton Wealth Advisors first reported a position in ENV in Q4 2021 and held it in 4 quarters. The position peaked at $755 in Q3 2022. 237 funds tracked by Wall St. Rank hold ENV as of Q1 2023.

Sutton Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 10 ENVESTNET, INC. shares in Q1 2023, an estimated $617.
Sutton Wealth Advisors first reported a position in ENVESTNET, INC. in Q4 2021 and held it in 4 quarters.
Sutton Wealth Advisors's ENVESTNET, INC. position peaked at $755 in Q3 2022.
237 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.