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

TCI 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 Q2	–	Sell	-168	Closed	-$9.86K	–	2513
2023 Q1	$9.86K	Buy	168 +166	+8,300%	+$10.3K	﹤0.01%	1096
2022 Q4	$123	Sell	2 -172	-99%	-$9.16K	﹤0.01%	2390
2022 Q3	$8K	Buy	+174	New	+$9.28K	﹤0.01%	1212
2022 Q2	–	Sell	-73	Closed	-$5K	–	2647
2022 Q1	$5K	Sell	73 -52	-42%	-$3.81K	﹤0.01%	1647
2021 Q4	$10K	Buy	125 +52	+71%	+$4.23K	﹤0.01%	1218
2021 Q3	$6K	Hold	73	–	–	﹤0.01%	1541
2021 Q2	$6K	Buy	73 +36	+97%	+$2.65K	﹤0.01%	1398
2021 Q1	$3K	Buy	+37	New	+$2.88K	﹤0.01%	1636
2018 Q4	–	Sell	-13	Closed	-$1K	–	1814
2018 Q3	$1K	Sell	13 -24	-65%	-$1.45K	﹤0.01%	1451
2018 Q2	$2K	Buy	+37	New	+$2.06K	﹤0.01%	1223

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

TCI Wealth Advisors's ENV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q2 2023, closing a stake of 168 shares — an estimated $9.86K sold.

TCI Wealth Advisors first reported a position in ENV in Q2 2018 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 228 funds tracked by Wall St. Rank hold ENV as of Q2 2023.

TCI Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 168 ENVESTNET, INC. shares in Q2 2023, an estimated $9.86K.
TCI Wealth Advisors first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 10 quarters.
TCI Wealth Advisors's ENVESTNET, INC. position peaked at $10K in Q4 2021.
228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.