TFO
ENV

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

Tarbox 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
Q2 		– Sell
-11
Closed -$1K – 1255
2021
Q1 		$1K Hold
11
– – ﹤0.01% 1140
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1127
2020
Q3 		$1K Hold
11
– – ﹤0.01% 1139
2020
Q2 		$1K Hold
11
– – ﹤0.01% 1146
2020
Q1 		$1K Buy
+11
New +$788 ﹤0.01% 1099

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Tarbox Family Office's ENV Position: Q2 2021 in Review

Tarbox Family Office sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in ENV in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

  • Tarbox Family Office reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
  • Tarbox Family Office sold 11 ENVESTNET, INC. shares in Q2 2021, an estimated $1K.
  • Tarbox Family Office first reported a position in ENVESTNET, INC. in Q1 2020 and held it in 5 quarters.
  • Tarbox Family Office's ENVESTNET, INC. position peaked at $1K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.