UBS AM’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.06M | Buy |
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|
2024
Q2 | $5.82M | Buy |
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|
2024
Q1 | $2.95M | Hold |
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|
2023
Q4 | $2.53M | Sell |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.84M | Hold |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.8M | Sell |
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|
2022
Q3 | $2.31M | Sell |
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $5.14M | Buy |
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|
2021
Q4 | $5.02M | Hold |
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|
2021
Q3 | $5.07M | Sell |
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|
2021
Q2 | $5.41M | Buy |
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|
2021
Q1 | $4.98M | Sell |
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|
2020
Q4 | $5.99M | Buy |
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|
2020
Q3 | $4.76M | Buy |
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|
2020
Q2 | $4.33M | Sell |
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|
2020
Q1 | $3.27M | Buy |
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|
2019
Q4 | $3.99M | Buy |
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|
2019
Q3 | $2.88M | Buy |
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|
2019
Q2 | $2.88M | Buy |
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|
2019
Q1 | $2.49M | Buy |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $1.82M | Buy |
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|
2018
Q2 | $1.64M | Sell |
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|
2018
Q1 | $1.78M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1.29M | Buy |
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|
2017
Q2 | $966K | Buy |
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|
2017
Q1 | $352K | Hold |
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|
2016
Q4 | $384K | Sell |
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|
2016
Q3 | $722K | Hold |
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|
2016
Q2 | $660K | Buy |
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|
2016
Q1 | $446K | Buy |
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|
2015
Q4 | $364K | Hold |
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|
2015
Q3 | $366K | Hold |
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|
2015
Q2 | $493K | Buy |
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|
2015
Q1 | $566K | Buy |
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|
2014
Q4 | $472K | Buy |
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|
2014
Q3 | $392K | Hold |
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|
2014
Q2 | $426K | Hold |
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|
2014
Q1 | $350K | Buy |
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|
2013
Q4 | $302K | Buy |
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|
2013
Q3 | $214K | Buy |
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