WCM
ENV

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

Weld 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
2021
Q2 		– Sell
-3,268
Closed -$236K – 417
2021
Q1 		$236K Sell
3,268
-10,830
-77% -$842K 0.1% 283
2020
Q4 		$1.16M Buy
+14,098
New +$1.14M 0.46% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Weld Capital Management's ENV Position: Q2 2021 in Review

Weld Capital Management sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 3,268 shares — an estimated $236K sold.

Weld Capital Management first reported a position in ENV in Q4 2020 and held it in 2 quarters. The position peaked at $1.16M in Q4 2020. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

  • Weld Capital Management reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 3,268 ENVESTNET, INC. shares in Q2 2021, an estimated $236K.
  • Weld Capital Management first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 2 quarters.
  • Weld Capital Management's ENVESTNET, INC. position peaked at $1.16M in Q4 2020.
  • 245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.