UB
ENV

UMB Bank’s ENVESTNET, INC. ENV Stock Holding History

UMB Bank’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-123
Closed -$7.7K – 2211
2024
Q3 		$7.7K Buy
123
+64
+108% +$4.01K ﹤0.01% 1582
2024
Q2 		$3.69K Buy
59
+39
+195% +$2.44K ﹤0.01% 1546
2024
Q1 		$1.16K Buy
+20
New +$1.16K ﹤0.01% 1721