WFA
ENV

Wipfli Financial Advisors’s ENVESTNET, INC. ENV Stock Holding History

Wipfli Financial 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
2022
Q3 		$12K Buy
+279
New +$14.9K ﹤0.01% 1798

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Wipfli Financial Advisors's ENV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in ENVESTNET, INC. (ENV) in Q3 2022: 279 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings.

239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

  • Wipfli Financial Advisors held 279 shares of ENVESTNET, INC. worth $12K as of Q3 2022.
  • ENVESTNET, INC. was a new Wipfli Financial Advisors position in Q3 2022.
  • ENVESTNET, INC. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1798 holding.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.