VAS
ENV

Vestmark Advisory Solutions’s ENVESTNET, INC. ENV Stock Holding History

Vestmark Advisory Solutions’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
2024
Q3 		– Sell
-3,927
Closed -$246K – 599
2024
Q2 		$246K Buy
+3,927
New +$247K 0.01% 491

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Vestmark Advisory Solutions's ENV Position: Q3 2024 in Review

Vestmark Advisory Solutions sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 3,927 shares — an estimated $246K sold.

Vestmark Advisory Solutions first reported a position in ENV in Q2 2024 and held it in 1 quarter. The position peaked at $246K in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Vestmark Advisory Solutions reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 3,927 ENVESTNET, INC. shares in Q3 2024, an estimated $246K.
  • Vestmark Advisory Solutions first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 1 quarter.
  • Vestmark Advisory Solutions's ENVESTNET, INC. position peaked at $246K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.