Wedbush Securities’s ENVESTNET, INC. ENV Stock Holding History

Wedbush Securities’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
2020 Q4	–	Sell	-5,217	Closed	-$403K	–	1046
2020 Q3	$403K	Buy	+5,217	New	+$417K	0.04%	498

Other funds holding ENV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Wedbush Securities's ENV Position: Q4 2020 in Review

Wedbush Securities sold out of ENVESTNET, INC. (ENV) in Q4 2020, closing a stake of 5,217 shares — an estimated $403K sold.

Wedbush Securities first reported a position in ENV in Q3 2020 and held it in 1 quarter. The position peaked at $403K in Q3 2020. 286 funds tracked by Wall St. Rank hold ENV as of Q4 2020.

Wedbush Securities reported no remaining ENVESTNET, INC. position as of Q4 2020 after selling out during the quarter.
Wedbush Securities sold 5,217 ENVESTNET, INC. shares in Q4 2020, an estimated $403K.
Wedbush Securities first reported a position in ENVESTNET, INC. in Q3 2020 and held it in 1 quarter.
Wedbush Securities's ENVESTNET, INC. position peaked at $403K in Q3 2020.
286 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2020.

Based on Wedbush Securities's 13F filing for Q4 2020, filed 16 Feb 2021.