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
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-5.14K
- 3.72%
$47.63 - $52.63 $245K - $270K
133K $6.4M
FICO
Fair Isaac Corp

Technology
-545
- 17.19%
$1911.01 - $2382.4 $1.04M - $1.3M
2.63K $5.23M
FTV
Fortive Corp

Technology
-11.1K
- 45.32%
$71.16 - $79.68 $791K - $885K
13.4K $1.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-357
- 0.07%
$113.92 - $127.38 $40.7K - $45.5K
509K $58.6M
GD
General Dynamics Corp

Industrials
-729
- 3.85%
$260.28 - $314.03 $190K - $229K
18.2K $4.8M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-29.5K
- 13.63%
$26.55 - $27.32 $782K - $805K
187K $4.99M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-654
- 1.64%
$72.97 - $96.75 $47.7K - $63.3K
39.2K $2.91M
PSA
Public Storage

Real Estate
-1.73K
- 29.67%
$289.33 - $360.21 $501K - $624K
4.11K $1.23M
POOL
Pool Corp

Industrials
-1.72K
- 20.54%
$339.32 - $390.03 $582K - $669K
6.63K $2.26M
TFLO
Ishares Treasury Floating Rate

ETFs
-16.6K
- 17.85%
$50.37 - $50.63 $836K - $840K
76.4K $3.85M
JBHT
Hunt J B Transport Services Inc

Industrials
-4.73K
- 60.54%
$164.22 - $197.19 $777K - $933K
3.09K $526K
VGSH
Vanguard

ETFs
-13.4K
- 27.8%
$58.02 - $58.88 $777K - $788K
34.8K $2.02M
CNI
Canadian National Railway CO

Industrials
-5.4K
- 31.58%
$100.62 - $117.12 $543K - $632K
11.7K $1.19M
O
Realty Income Corp

Real Estate
-2.5K
- 3.68%
$51.76 - $64.71 $129K - $162K
65.4K $3.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
-658
- 0.31%
$80.13 - $83.77 $52.7K - $55.1K
215K $17.3M
MMM
3 M CO

Industrials
-3.11K
- 5.89%
$124.74 - $137.12 $387K - $426K
49.6K $6.41M
VO
Vanguard Mid Cap ETF

ETFs
-3.09K
- 4.44%
$261.5 - $284.63 $808K - $880K
66.5K $17.6M
ACN
Accenture PLC

Technology
-1.57K
- 1.19%
$343.9 - $376.86 $539K - $591K
130K $45.8M
JNPR
Juniper Networks Inc

Technology
-17.6K
- 23.15%
$35.08 - $39.26 $616K - $690K
58.3K $2.18M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-2.93K
- 5.69%
$107.06 - $123.74 $313K - $362K
48.5K $5.31M
MU
Micron Technology Inc

Technology
-2.62K
- 9.94%
$84.16 - $113.41 $220K - $297K
23.7K $2M
FTCS
First Trust Capital Strength E

ETFs
-5.6K
- 7.08%
$87.62 - $94.03 $491K - $527K
73.5K $6.46M
INTC
Intel Corp

Technology
-21.9K
- 27.64%
$19.07 - $26.23 $418K - $576K
57.5K $1.15M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-6.65K
- 7.07%
$121.89 - $135.52 $810K - $901K
87.4K $10.9M
HYD
Vaneck High Yield Muni ETF

ETFs
-12.6K
- 32.6%
$51.09 - $53.06 $642K - $667K
26K $1.35M
PEG
Public Service Enterprise Group Inc

Utilities
-6.61K
- 22.66%
$81.87 - $94.51 $541K - $625K
22.6K $1.91M
AVTR
Avantor, Inc.

Basic Materials
-19.4K
- 32.85%
$19.72 - $25.54 $383K - $496K
39.7K $836K
MCD
Mcdonalds Corp

Consumer Cyclical
-440
- 1.14%
$288.47 - $316.54 $127K - $139K
38.2K $11.1M
ON
On Semiconductor Corp

Technology
-6.07K
- 18.91%
$63.05 - $74.7 $383K - $454K
26K $1.64M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-20.6K
- 24.05%
$23.11 - $25.17 $476K - $519K
65.1K $1.5M
PNR
Pentair PLC

Industrials
-7.84K
- 19.07%
$95.0 - $109.21 $745K - $857K
33.3K $3.35M
GWW
W.W. Grainger, Inc.

Industrials
-688
- 16.95%
$1023.06 - $1220.93 $704K - $840K
3.37K $3.55M
ADM
Archer Daniels Midland CO

Consumer Defensive
-677
- 1.0%
$49.38 - $59.52 $33.4K - $40.3K
66.7K $3.37M
TXT
Textron Inc

Industrials
-5.51K
- 31.72%
$75.82 - $90.32 $418K - $498K
11.9K $907K
ALC
Alcon Inc

Healthcare
-1.89K
- 6.16%
$83.87 - $99.15 $158K - $187K
28.7K $2.44M
MAS
Masco Corp

Industrials
-1.04K
- 2.16%
$72.52 - $85.73 $75.2K - $88.9K
47.1K $3.41M
NXPI
Nxp Semiconductors N.V.

Technology
-40
- 0.21%
$207.27 - $255.58 $8.29K - $10.2K
18.9K $3.93M
WELL
Welltower Inc.

Real Estate
-4.57K
- 21.24%
$123.11 - $139.3 $562K - $636K
16.9K $2.13M
CSGP
Costar Group, Inc.

Real Estate
-5.93K
- 11.84%
$69.7 - $81.97 $413K - $486K
44.1K $3.16M
NU
Nu Holdings Ltd.

Financial Services
-25.9K
- 24.52%
$10.24 - $15.89 $265K - $412K
79.7K $825K
HOLX
Hologic Inc

Healthcare
-5.86K
- 28.6%
$70.76 - $83.72 $414K - $490K
14.6K $1.05M
WCN
Waste Connections, Inc.

Industrials
-2.84K
- 16.75%
$171.06 - $193.25 $486K - $550K
14.1K $2.43M
IBM
International Business Machines Corp

Technology
-2.47K
- 4.93%
$204.9 - $238.04 $506K - $588K
47.7K $10.5M
TYL
Tyler Technologies Inc

Technology
-976
- 18.88%
$576.64 - $635.69 $563K - $620K
4.19K $2.42M
FLGB
Franklin Templeton ETF Tr

ETFs
-17.4K
- 28.4%
$26.09 - $28.39 $454K - $494K
43.9K $1.15M
BRO
Brown & Brown, Inc.

Financial Services
-5.53K
- 33.17%
$100.93 - $113.42 $558K - $627K
11.1K $1.14M
UPS
United Parcel Service Inc

Industrials
-464
- 0.9%
$122.65 - $138.35 $56.9K - $64.2K
51.4K $6.48M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.83K
- 1.7%
$81.68 - $82.93 $313K - $317K
221K $18.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.56K
- 25.96%
$114.08 - $125.68 $406K - $448K
10.2K $1.16M
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
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