VCM
ENV

Vetamer Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Vetamer Capital 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
Q4 		– Sell
-4,801
Closed -$211K – 86
2023
Q3 		$211K Buy
+4,801
New +$264K 0.29% 82

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Vetamer Capital Management's ENV Position: Q4 2023 in Review

Vetamer Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 4,801 shares — an estimated $211K sold.

Vetamer Capital Management first reported a position in ENV in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

  • Vetamer Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
  • Vetamer Capital Management sold 4,801 ENVESTNET, INC. shares in Q4 2023, an estimated $211K.
  • Vetamer Capital Management first reported a position in ENVESTNET, INC. in Q3 2023 and held it in 1 quarter.
  • Vetamer Capital Management's ENVESTNET, INC. position peaked at $211K in Q3 2023.
  • 219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Vetamer Capital Management's 13F filing for Q4 2023.