TFS
ENV

TrustCore Financial Services’s ENVESTNET, INC. ENV Stock Holding History

TrustCore Financial Services’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
Q3 		– Sell
-22
Closed -$2K – 1195
2021
Q2 		$2K Buy
+22
New +$1.62K ﹤0.01% 996
2018
Q3 		– Sell
-21
Closed -$1K – 1056
2018
Q2 		$1K Buy
+21
New +$1.17K ﹤0.01% 954

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TrustCore Financial Services's ENV Position: Q3 2021 in Review

TrustCore Financial Services sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 22 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in ENV in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

  • TrustCore Financial Services reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 22 ENVESTNET, INC. shares in Q3 2021, an estimated $2K.
  • TrustCore Financial Services first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 2 quarters.
  • TrustCore Financial Services's ENVESTNET, INC. position peaked at $2K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on TrustCore Financial Services's 13F filing for Q3 2021, filed 8 Nov 2021.