Westfield Capital Management
ENV

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

Westfield 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
2024
Q3 		– Sell
-564,517
Closed -$35.3M – 289
2024
Q2 		$35.3M Buy
+564,517
New +$35.5M 0.17% 161
2020
Q4 		– Sell
-241,658
Closed -$18.6M – 274
2020
Q3 		$18.6M Buy
241,658
+51,745
+27% +$4.13M 0.12% 175
2020
Q2 		$14M Buy
189,913
+10,795
+6% +$705K 0.1% 186
2020
Q1 		$9.63M Buy
+179,118
New +$12.8M 0.08% 177
2019
Q4 		– Sell
-234,554
Closed -$13.3M – 266
2019
Q3 		$13.3M Sell
234,554
-166,076
-41% -$10.5M 0.11% 176
2019
Q2 		$27.4M Sell
400,630
-26,600
-6% -$1.83M 0.21% 148
2019
Q1 		$27.9M Buy
427,230
+9,580
+2% +$551K 0.21% 144
2018
Q4 		$20.5M Sell
417,650
-176,170
-30% -$9.44M 0.18% 151
2018
Q3 		$36.2M Sell
593,820
-20,880
-3% -$1.26M 0.25% 129
2018
Q2 		$33.8M Buy
+614,700
New +$34.2M 0.25% 133

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

Westfield Capital Management's ENV Position: Q3 2024 in Review

Westfield Capital Management sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 564,517 shares — an estimated $35.3M sold.

Westfield Capital Management first reported a position in ENV in Q2 2018 and held it in 10 quarters. The position peaked at $36.2M in Q3 2018. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Westfield Capital Management reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Westfield Capital Management sold 564,517 ENVESTNET, INC. shares in Q3 2024, an estimated $35.3M.
  • Westfield Capital Management first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 10 quarters.
  • Westfield Capital Management's ENVESTNET, INC. position peaked at $36.2M in Q3 2018.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Westfield Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.