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

TRUE Private 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
2021 Q1	–	Sell	-400	Closed	-$32K	–	773
2020 Q4	$32K	Hold	400	–	–	0.01%	402
2020 Q3	$30K	Hold	400	–	–	0.01%	388
2020 Q2	$29K	Hold	400	–	–	0.01%	380
2020 Q1	$21K	Hold	400	–	–	﹤0.01%	381
2019 Q4	$27K	Buy	+400	New	+$26K	﹤0.01%	444
2019 Q3	–	Sell	-400	Closed	-$27K	–	824
2019 Q2	$27K	Buy	+400	New	+$27.5K	﹤0.01%	415
2018 Q4	–	Sell	-2,778	Closed	-$169K	–	1082
2018 Q3	$169K	Buy	+2,778	New	+$168K	0.02%	283

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VBA

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DDC

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

TRUE Private Wealth Advisors's ENV Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 400 shares — an estimated $32K sold.

TRUE Private Wealth Advisors first reported a position in ENV in Q3 2018 and held it in 7 quarters. The position peaked at $169K in Q3 2018. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 400 ENVESTNET, INC. shares in Q1 2021, an estimated $32K.
TRUE Private Wealth Advisors first reported a position in ENVESTNET, INC. in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's ENVESTNET, INC. position peaked at $169K in Q3 2018.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.