TD Asset Management
ENV

TD Asset Management’s ENVESTNET, INC. ENV Stock Holding History

TD Asset Management’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
Q3 		– Sell
-39,034
Closed -$2.44M – 1444
2024
Q2 		$2.44M Hold
39,034
– – ﹤0.01% 932
2024
Q1 		$2.26M Buy
39,034
+3,200
+9% +$167K ﹤0.01% 977
2023
Q4 		$1.77M Hold
35,834
– – ﹤0.01% 1048
2023
Q3 		$1.58M Buy
35,834
+10,200
+40% +$560K ﹤0.01% 1024
2023
Q2 		$1.52M Buy
+25,634
New +$1.49M ﹤0.01% 1030

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

TD Asset Management's ENV Position: Q3 2024 in Review

TD Asset Management sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 39,034 shares — an estimated $2.44M sold.

TD Asset Management first reported a position in ENV in Q2 2023 and held it in 5 quarters. The position peaked at $2.44M in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • TD Asset Management reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • TD Asset Management sold 39,034 ENVESTNET, INC. shares in Q3 2024, an estimated $2.44M.
  • TD Asset Management first reported a position in ENVESTNET, INC. in Q2 2023 and held it in 5 quarters.
  • TD Asset Management's ENVESTNET, INC. position peaked at $2.44M in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on TD Asset Management's 13F filing for Q3 2024, filed 1 Nov 2024.