United Capital Financial Advisors’s ENVESTNET, INC. ENV Stock Holding History

United Capital Financial 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
2022 Q4	–	Sell	-6,976	Closed	-$310K	–	1139
2022 Q3	$310K	Sell	6,976 -1,558	-18%	-$83.1K	﹤0.01%	902
2022 Q2	$450K	Buy	+8,534	New	+$584K	﹤0.01%	825
2020 Q3	–	Sell	-10,510	Closed	-$773K	–	1254
2020 Q2	$773K	Buy	+10,510	New	+$687K	0.01%	733
2018 Q4	–	Sell	-3,311	Closed	-$202K	–	1415
2018 Q3	$202K	Sell	3,311 -400	-11%	-$24.2K	﹤0.01%	1251
2018 Q2	$204K	Buy	+3,711	New	+$206K	﹤0.01%	1223
2018 Q1	–	Sell	-4,097	Closed	-$204K	–	1408
2017 Q4	$204K	Hold	4,097	–	–	﹤0.01%	1238
2017 Q3	$209K	Buy	+4,097	New	+$175K	﹤0.01%	1225

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

United Capital Financial Advisors's ENV Position: Q4 2022 in Review

United Capital Financial Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2022, closing a stake of 6,976 shares — an estimated $310K sold.

United Capital Financial Advisors first reported a position in ENV in Q3 2017 and held it in 7 quarters. The position peaked at $773K in Q2 2020. 240 funds tracked by Wall St. Rank hold ENV as of Q4 2022.

United Capital Financial Advisors reported no remaining ENVESTNET, INC. position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 6,976 ENVESTNET, INC. shares in Q4 2022, an estimated $310K.
United Capital Financial Advisors first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 7 quarters.
United Capital Financial Advisors's ENVESTNET, INC. position peaked at $773K in Q2 2020.
240 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.