tru Independence’s ENVESTNET, INC. ENV Stock Holding History

tru Independence’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 Q3	–	Sell	-25	Closed	-$2	–	964
2020 Q2	$2	Hold	25	–	–	﹤0.01%	837
2020 Q1	$1	Hold	25	–	–	﹤0.01%	720
2019 Q4	$1K	Buy	+25	New	+$1.63K	﹤0.01%	923

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

tru Independence's ENV Position: Q3 2020 in Review

tru Independence sold out of ENVESTNET, INC. (ENV) in Q3 2020, closing a stake of 25 shares — an estimated $2 sold.

tru Independence first reported a position in ENV in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 273 funds tracked by Wall St. Rank hold ENV as of Q3 2020.

tru Independence reported no remaining ENVESTNET, INC. position as of Q3 2020 after selling out during the quarter.
tru Independence sold 25 ENVESTNET, INC. shares in Q3 2020, an estimated $2.
tru Independence first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 3 quarters.
tru Independence's ENVESTNET, INC. position peaked at $1K in Q4 2019.
273 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.