WTA
ENV

Washington Trust Advisors’s ENVESTNET, INC. ENV Stock Holding History

Washington Trust 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
2024
Q3 		– Sell
-74
Closed -$4.63K – 689
2024
Q2 		$4.63K Hold
74
– – ﹤0.01% 571
2024
Q1 		$4.29K Hold
74
– – ﹤0.01% 592
2023
Q4 		$3.67K Hold
74
– – ﹤0.01% 602
2023
Q3 		$3.26K Hold
74
– – ﹤0.01% 599
2023
Q2 		$4.39K Hold
74
– – ﹤0.01% 564
2023
Q1 		$4.34K Hold
74
– – ﹤0.01% 631
2022
Q4 		$4.57K Hold
74
– – ﹤0.01% 621
2022
Q3 		$3K Hold
74
– – ﹤0.01% 837
2022
Q2 		$4K Hold
74
– – ﹤0.01% 808
2022
Q1 		$6K Hold
74
– – ﹤0.01% 808
2021
Q4 		$6K Buy
+74
New +$6.02K ﹤0.01% 836

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

Washington Trust Advisors's ENV Position: Q3 2024 in Review

Washington Trust Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 74 shares — an estimated $4.63K sold.

Washington Trust Advisors first reported a position in ENV in Q4 2021 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Washington Trust Advisors reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 74 ENVESTNET, INC. shares in Q3 2024, an estimated $4.63K.
  • Washington Trust Advisors first reported a position in ENVESTNET, INC. in Q4 2021 and held it in 11 quarters.
  • Washington Trust Advisors's ENVESTNET, INC. position peaked at $6K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Washington Trust Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.