TwinBeech Capital’s ENVESTNET, INC. ENV Stock Holding History

TwinBeech Capital’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
2022 Q2	–	Sell	-8,915	Closed	-$664K	–	787
2022 Q1	$664K	Sell	8,915 -24,782	-74%	-$1.81M	0.03%	374
2021 Q4	$2.67M	Buy	+33,697	New	+$2.74M	0.15%	183
2021 Q1	–	Sell	-8,603	Closed	-$708K	–	732
2020 Q4	$708K	Sell	8,603 -743	-8%	-$59.9K	0.11%	223
2020 Q3	$721K	Buy	9,346 +4,504	+93%	+$360K	0.16%	201
2020 Q2	$356K	Buy	+4,842	New	+$316K	0.08%	279

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ESCM

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

TwinBeech Capital's ENV Position: Q2 2022 in Review

TwinBeech Capital sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 8,915 shares — an estimated $664K sold.

TwinBeech Capital first reported a position in ENV in Q2 2020 and held it in 5 quarters. The position peaked at $2.67M in Q4 2021. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

TwinBeech Capital reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
TwinBeech Capital sold 8,915 ENVESTNET, INC. shares in Q2 2022, an estimated $664K.
TwinBeech Capital first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 5 quarters.
TwinBeech Capital's ENVESTNET, INC. position peaked at $2.67M in Q4 2021.
257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on TwinBeech Capital's 13F filing for Q2 2022, filed 15 Aug 2022.