SWS
ENV

SYSTM Wealth Solutions’s ENVESTNET, INC. ENV Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-28
Closed -$1.62K – 1011
2024
Q1 		$1.62K Hold
28
– – ﹤0.01% 914
2023
Q4 		$1.39K Buy
+28
New +$1.15K ﹤0.01% 968

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

SYSTM Wealth Solutions's ENV Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of ENVESTNET, INC. (ENV) in Q2 2024, closing a stake of 28 shares — an estimated $1.62K sold.

SYSTM Wealth Solutions first reported a position in ENV in Q4 2023 and held it in 2 quarters. The position peaked at $1.62K in Q1 2024. 252 funds tracked by Wall St. Rank hold ENV as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining ENVESTNET, INC. position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 28 ENVESTNET, INC. shares in Q2 2024, an estimated $1.62K.
  • SYSTM Wealth Solutions first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's ENVESTNET, INC. position peaked at $1.62K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.