Vista Finance’s ENVESTNET, INC. ENV Stock Holding History

Vista Finance’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	-16,000	Closed	-$704K	–	29
2023 Q3	$704K	Hold	16,000	–	–	1.03%	19
2023 Q2	$950K	Hold	16,000	–	–	1.48%	15
2023 Q1	$939K	Hold	16,000	–	–	1.33%	14
2022 Q4	$987K	Hold	16,000	–	–	1.39%	12
2022 Q3	$710K	Hold	16,000	–	–	0.86%	19
2022 Q2	$844K	Buy	+16,000	New	+$1.09M	1.1%	19

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Vista Finance's ENV Position: Q4 2023 in Review

Vista Finance sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 16,000 shares — an estimated $704K sold.

Vista Finance first reported a position in ENV in Q2 2022 and held it in 6 quarters. The position peaked at $987K in Q4 2022. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

Vista Finance reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
Vista Finance sold 16,000 ENVESTNET, INC. shares in Q4 2023, an estimated $704K.
Vista Finance first reported a position in ENVESTNET, INC. in Q2 2022 and held it in 6 quarters.
Vista Finance's ENVESTNET, INC. position peaked at $987K in Q4 2022.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Vista Finance's 13F filing for Q4 2023, filed 13 Feb 2024.