VFA
ENV

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

Valeo 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
2020
Q3 		– Sell
-20
Closed -$1K – 2314
2020
Q2 		$1K Hold
20
– – ﹤0.01% 2020
2020
Q1 		$1K Hold
20
– – ﹤0.01% 1779
2019
Q4 		$1K Hold
20
– – ﹤0.01% 1617
2019
Q3 		$1K Hold
20
– – ﹤0.01% 1539
2019
Q2 		$1K Hold
20
– – ﹤0.01% 1535
2019
Q1 		$1K Hold
20
– – ﹤0.01% 1537
2018
Q4 		$1K Sell
20
-1
-5% -$54 ﹤0.01% 1460
2018
Q3 		$1K Hold
21
– – ﹤0.01% 1764
2018
Q2 		$1K Sell
21
-22
-51% -$1.22K ﹤0.01% 1596
2018
Q1 		$2K Buy
43
+23
+115% +$1.26K ﹤0.01% 1390
2017
Q4 		$1K Hold
20
– – ﹤0.01% 1376
2017
Q3 		$1K Buy
+20
New +$855 ﹤0.01% 1173

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Valeo Financial Advisors's ENV Position: Q3 2020 in Review

Valeo Financial Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ENV in Q3 2017 and held it in 12 quarters. The position peaked at $2K in Q1 2018. 273 funds tracked by Wall St. Rank hold ENV as of Q3 2020.

  • Valeo Financial Advisors reported no remaining ENVESTNET, INC. position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 ENVESTNET, INC. shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's ENVESTNET, INC. position peaked at $2K in Q1 2018.
  • 273 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.