VPIM
ENV

Vanguard Personalized Indexing Management’s ENVESTNET, INC. ENV Stock Holding History

Vanguard Personalized Indexing Management’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
2023
Q3 		– Sell
-4,243
Closed -$252K – 1575
2023
Q2 		$252K Buy
4,243
+52
+1% +$3.01K 0.01% 1224
2023
Q1 		$246K Buy
+4,191
New +$260K 0.01% 1218

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Personalized Indexing Management's ENV Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of ENVESTNET, INC. (ENV) in Q3 2023, closing a stake of 4,243 shares — an estimated $252K sold.

Vanguard Personalized Indexing Management first reported a position in ENV in Q1 2023 and held it in 2 quarters. The position peaked at $252K in Q2 2023. 225 funds tracked by Wall St. Rank hold ENV as of Q3 2023.

  • Vanguard Personalized Indexing Management reported no remaining ENVESTNET, INC. position as of Q3 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 4,243 ENVESTNET, INC. shares in Q3 2023, an estimated $252K.
  • Vanguard Personalized Indexing Management first reported a position in ENVESTNET, INC. in Q1 2023 and held it in 2 quarters.
  • Vanguard Personalized Indexing Management's ENVESTNET, INC. position peaked at $252K in Q2 2023.
  • 225 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.