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

THB 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
2020 Q4	$881K	Buy	10,708 +75	+0.7%	+$6.04K	0.2%	120
2020 Q3	$820K	Buy	10,633 +2,213	+26%	+$177K	0.23%	110
2020 Q2	$619K	Buy	+8,420	New	+$550K	0.18%	129

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

THB Asset Management's ENV Position: Q4 2020 in Review

THB Asset Management increased its ENVESTNET, INC. (ENV) stake by 0.71% in Q4 2020, buying an estimated $6.04K and bringing the position to 10,708 shares worth $881K. The position accounts for 0.2% of the portfolio, ranked #120.

THB Asset Management first reported a position in ENV in Q2 2020 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold ENV as of Q4 2020.

THB Asset Management held 10,708 shares of ENVESTNET, INC. worth $881K as of Q4 2020.
THB Asset Management bought 75 ENVESTNET, INC. shares in Q4 2020, an estimated $6.04K.
ENVESTNET, INC. made up 0.2% of THB Asset Management's portfolio in Q4 2020, its #120 holding.
THB Asset Management first reported a position in ENVESTNET, INC. in Q2 2020 and has held it in 3 quarters since.
286 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2020.

Based on THB Asset Management's 13F filing for Q4 2020, filed 5 Feb 2021.