WMSA
ENV

Weiss Multi-Strategy Advisers’s ENVESTNET, INC. ENV Stock Holding History

Weiss Multi-Strategy Advisers’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
Q1 		– Sell
-85,513
Closed -$4.24M – 524
2023
Q4 		$4.24M Buy
+85,513
New +$3.5M 0.1% 259

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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 $7.3B AUM 41.96% 1-Year Est. Return

Weiss Multi-Strategy Advisers's ENV Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of ENVESTNET, INC. (ENV) in Q1 2024, closing a stake of 85,513 shares — an estimated $4.24M sold.

Weiss Multi-Strategy Advisers first reported a position in ENV in Q4 2023 and held it in 1 quarter. The position peaked at $4.24M in Q4 2023. 234 funds tracked by Wall St. Rank hold ENV as of Q1 2024.

  • Weiss Multi-Strategy Advisers reported no remaining ENVESTNET, INC. position as of Q1 2024 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 85,513 ENVESTNET, INC. shares in Q1 2024, an estimated $4.24M.
  • Weiss Multi-Strategy Advisers first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 1 quarter.
  • Weiss Multi-Strategy Advisers's ENVESTNET, INC. position peaked at $4.24M in Q4 2023.
  • 234 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.