Envestnet Portfolio Solutions, Inc. Sells in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-60.4K
- 4.0%
$62.07 - $66.61 $3.75M - $4.03M
1.45M $93M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-13.6K
- 65.88%
$97.45 - $121.28 $1.33M - $1.65M
7.07K $704K
AMCR
Amcor PLC

Consumer Cyclical
-47.7K
- 6.77%
$9.34 - $11.37 $446K - $543K
658K $6.19M
IDXX
Idexx Laboratories Inc

Healthcare
-60
- 0.32%
$406.92 - $495.42 $24.4K - $29.7K
18.5K $7.66M
CLOI
Vaneck ETF Tr

ETFs
-32.3K
- 66.16%
$52.7 - $53.15 $1.7M - $1.72M
16.5K $871K
ICLR
Icon PLC

Healthcare
-2.12K
- 12.98%
$187.22 - $297.57 $397K - $631K
14.2K $2.98M
EMN
Eastman Chemical CO

Basic Materials
-1.27K
- 1.64%
$90.03 - $110.64 $114K - $140K
75.8K $6.93M
PFF
Ishares Trust Ishares Pfd And

ETFs
-23.6K
- 4.54%
$31.23 - $33.51 $737K - $791K
496K $15.6M
RF
Regions Financial Corp

Financial Services
-75.6K
- 12.72%
$22.45 - $27.47 $1.7M - $2.08M
519K $12.2M
DVA
Davita Inc.

Healthcare
-8.52K
- 31.8%
$139.81 - $167.96 $1.19M - $1.43M
18.3K $2.73M
ZG
Zillow Group, Inc.

Communication Services
-30.4K
- 53.01%
$56.08 - $82.33 $1.71M - $2.51M
27K $1.91M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.53K
- 15.46%
$219.66 - $257.62 $775K - $908K
19.3K $4.26M
ADI
Analog Devices Inc

Technology
-1.48K
- 2.03%
$206.35 - $236.48 $305K - $350K
71.5K $15.2M
HYG
Ishares Tr

ETFs
-16.6K
- 9.37%
$78.09 - $80.04 $1.3M - $1.33M
161K $12.6M
VLO
Valero Energy Corp

Energy
-11K
- 56.97%
$118.59 - $144.02 $1.3M - $1.58M
8.29K $1.02M
DOW
Dow Inc.

Basic Materials
-6.22K
- 6.8%
$39.1 - $55.34 $243K - $344K
85.2K $3.42M
XLU
Utilities Sector Spdr

ETFs
-17.7K
- 41.59%
$74.89 - $82.93 $1.33M - $1.47M
24.9K $1.89M
RACE
Ferrari N.V.

Consumer Cyclical
-2.43K
- 23.35%
$422.83 - $490.34 $1.03M - $1.19M
7.99K $3.4M
IRM
Iron Mountain Inc

Real Estate
-11.2K
- 46.52%
$101.62 - $128.14 $1.13M - $1.43M
12.8K $1.35M
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.22K
- 5.77%
$148.29 - $166.93 $625K - $704K
68.9K $10.3M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-38.7K
- 54.76%
$34.25 - $37.94 $1.33M - $1.47M
32K $1.16M
SYK
Stryker Corp

Healthcare
-3.82K
- 20.52%
$345.14 - $392.15 $1.32M - $1.5M
14.8K $5.33M
VTI
Vanguard Total Stock Market Et

ETFs
-27.5K
- 2.78%
$280.04 - $302.45 $7.7M - $8.32M
963K $279M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-6.04K
- 2.55%
$36.15 - $41.9 $218K - $253K
231K $8.39M
HYLS
First Tr Tactical High Yield L

ETFs
-31.6K
- 31.81%
$41.29 - $42.03 $1.31M - $1.33M
67.8K $2.8M
CAT
Caterpillar Inc

Industrials
-2.34K
- 13.71%
$360.37 - $416.88 $843K - $975K
14.7K $5.34M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-27.7K
- 84.97%
$46.48 - $51.32 $1.29M - $1.42M
4.91K $236K
SBUX
Starbucks Corp

Consumer Cyclical
-3.21K
- 2.02%
$87.44 - $102.5 $280K - $329K
155K $14.2M
LHX
L3 Harris Technologies, Inc.

Industrials
-957
- 2.5%
$208.94 - $264.22 $200K - $253K
37.4K $7.86M
D
Dominion Energy, Inc

Utilities
-20K
- 44.72%
$52.63 - $60.92 $1.06M - $1.22M
24.8K $1.33M
PHM
Pultegroup Inc

Consumer Cyclical
-5.01K
- 24.68%
$108.86 - $149.04 $545K - $746K
15.3K $1.66M
MA
Mastercard Inc

Financial Services
-7.83K
- 8.92%
$491.3 - $536.15 $3.85M - $4.2M
80K $42.1M
WDC
Western Digital Corp

Technology
-16.1K
- 48.93%
$59.62 - $73.43 $958K - $1.18M
16.8K $999K
PSX
Phillips 66

Energy
-257
- 0.37%
$110.35 - $138.93 $28.4K - $35.7K
68.9K $7.85M
HYGV
Flexshares Tr High Yield Value

ETFs
-18.5K
- 3.86%
$40.53 - $41.51 $750K - $768K
461K $18.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
-13K
- 1.7%
$87.42 - $98.06 $1.13M - $1.27M
748K $66.8M
GM
General Motors CO

Consumer Cyclical
-34.5K
- 42.99%
$44.82 - $60.2 $1.54M - $2.07M
45.7K $2.43M
CDW
Cdw Corp

Technology
-3.67K
- 37.76%
$171.49 - $225.64 $629K - $828K
6.05K $1.05M
ONTO
Onto Innovation Inc.

Technology
-4.88K
- 67.47%
$158.54 - $225.02 $773K - $1.1M
2.35K $392K
T
At&T Inc.

Communication Services
-61.6K
- 14.46%
$21.22 - $23.88 $1.31M - $1.47M
364K $8.3M
IQV
Iqvia Holdings Inc.

Healthcare
-2.78K
- 21.38%
$190.97 - $236.63 $531K - $658K
10.2K $2.01M
ABT
Abbott Laboratories

Healthcare
-7.2K
- 3.02%
$111.93 - $119.39 $806K - $859K
231K $26.1M
AWK
American Water Works Company, Inc.

Utilities
-6.4K
- 61.24%
$123.83 - $146.07 $793K - $935K
4.05K $504K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-16.9K
- 50.18%
$59.58 - $67.31 $1.01M - $1.14M
16.8K $1.06M
A
Agilent Technologies, Inc.

Healthcare
-3.84K
- 11.16%
$125.69 - $146.56 $483K - $563K
30.6K $4.11M
FTA
First Tr Large Cap Value

ETFs
-11.4K
- 28.13%
$75.21 - $83.49 $859K - $953K
29.2K $2.23M
VRSK
Verisk Analytics, Inc.

Industrials
-4.11K
- 18.93%
$262.86 - $294.75 $1.08M - $1.21M
17.6K $4.85M
ORCL
Oracle Corp

Technology
-2.64K
- 1.85%
$165.41 - $192.43 $437K - $509K
140K $23.3M
ENTG
Entegris Inc

Technology
-4.7K
- 12.69%
$97.67 - $112.92 $459K - $530K
32.3K $3.2M
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email