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
MKL
Markel Corp

Financial Services
-399
- 45.81%
$1542.01 - $1785.11 $615K - $712K
472 $814K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-14K
- 66.31%
$37.15 - $41.12 $520K - $576K
7.12K $269K
BP
Bp PLC

Energy
-15.1K
- 29.56%
$28.16 - $33.14 $426K - $502K
36.1K $1.07M
VPU
Vanguard Utilities ETF

ETFs
-362
- 0.8%
$160.52 - $179.11 $58.1K - $64.8K
44.6K $7.29M
DVY
Ishares Tr

ETFs
-3.07K
- 9.39%
$129.55 - $143.41 $398K - $441K
29.6K $3.89M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-6.97K
- 9.06%
$50.14 - $52.56 $349K - $366K
69.9K $3.52M
AME
Ametek Inc

Industrials
-3.53K
- 26.54%
$165.89 - $197.38 $586K - $698K
9.78K $1.76M
ITA
Ishares Tr

ETFs
-3.3K
- 63.12%
$144.31 - $157.31 $477K - $519K
1.93K $280K
ECL
Ecolab Inc.

Basic Materials
-509
- 2.8%
$234.32 - $261.43 $119K - $133K
17.7K $4.14M
ALGN
Align Technology Inc

Healthcare
-935
- 14.18%
$205.03 - $245.32 $192K - $229K
5.66K $1.18M
KHC
Kraft Heinz CO

Consumer Defensive
-9.39K
- 19.78%
$30.1 - $36.02 $282K - $338K
38.1K $1.17M
NDSN
Nordson Corp

Industrials
-592
- 8.5%
$208.83 - $264.36 $124K - $157K
6.38K $1.33M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-4.15K
- 12.59%
$70.1 - $76.53 $291K - $318K
28.8K $2.04M
EXPO
Exponent Inc

Industrials
-1.65K
- 12.73%
$88.94 - $114.63 $146K - $189K
11.3K $1.01M
BXP
Boston Properties Inc

Real Estate
-5.28K
- 36.16%
$73.33 - $89.72 $387K - $474K
9.33K $693K
DAL
Delta Air Lines, Inc.

Industrials
-14.8K
- 33.99%
$47.46 - $65.77 $702K - $972K
28.7K $1.74M
CMS
Cms Energy Corp

Utilities
-2.29K
- 2.89%
$65.76 - $71.94 $150K - $164K
76.8K $5.12M
FDN
First Tr Fd Dow Jones

ETFs
-3.05K
- 34.29%
$210.5 - $257.24 $643K - $785K
5.85K $1.42M
OLED
Universal Display Corp Pa

Technology
-38
- 0.55%
$146.2 - $213.81 $5.56K - $8.12K
6.87K $1M
HUM
Humana Inc

Healthcare
-359
- 6.36%
$233.89 - $304.18 $84K - $109K
5.28K $1.34M
IBN
Icici Bank LTD

Financial Services
-14.9K
- 12.49%
$28.69 - $31.9 $426K - $474K
104K $3.11M
HES
Hess Corp

Energy
-3.18K
- 46.32%
$127.66 - $148.65 $406K - $473K
3.69K $490K
TIP
Ishares Tr Tips Bd ETF

ETFs
-18
- 0.02%
$106.33 - $110.69 $1.91K - $1.99K
112K $11.9M
BALL
Ball Corp

Consumer Cyclical
-3.85K
- 22.01%
$54.84 - $67.94 $211K - $261K
13.6K $747K
MLM
Martin Marietta Materials Inc

Basic Materials
-656
- 14.48%
$516.5 - $619.58 $339K - $406K
3.88K $2M
DJP
Barclays Bank PLC

ETFs
-13.4K
- 19.19%
N/A
56.6K $1.83M
CHD
Church & Dwight CO Inc

Consumer Defensive
-4.15K
- 16.85%
$99.11 - $112.25 $412K - $466K
20.5K $2.14M
KRE
Spdr S&P Regional Banking ETF

ETFs
-8.11K
- 50.58%
$54.6 - $68.9 $443K - $559K
7.92K $478K
FSLR
First Solar, Inc.

Technology
-1.05K
- 34.07%
$175.88 - $240.66 $184K - $251K
2.02K $356K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.72K
- 15.46%
$101.82 - $114.06 $277K - $310K
14.9K $1.53M
TROW
Price T Rowe Group Inc

Financial Services
-6.05K
- 8.98%
$106.48 - $124.69 $644K - $754K
61.2K $6.93M
HEI
Heico Corp

Industrials
-885
- 11.03%
$237.06 - $279.02 $210K - $247K
7.14K $1.7M
CL
Colgate Palmolive CO

Consumer Defensive
-419
- 1.51%
$90.22 - $102.31 $37.8K - $42.9K
27.2K $2.48M
LGOV
First Tr ETF Iv Long Duration

ETFs
-9.67K
- 7.87%
$20.75 - $22.49 $201K - $217K
113K $2.36M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-7.49K
- 26.15%
$47.68 - $48.67 $357K - $364K
21.1K $1.01M
NVR
Nvr Inc

Consumer Cyclical
-23
- 18.85%
$8101.21 - $9940.51 $186K - $229K
99 $809K
CBT
Cabot Corp

Basic Materials
-2.13K
- 22.76%
$90.64 - $117.0 $193K - $249K
7.21K $658K
IFF
International Flavors & Fragrances Inc

Basic Materials
-103
- 0.56%
$83.96 - $106.19 $8.65K - $10.9K
18.2K $1.54M
REET
Ishares Global Reit ETF

ETFs
-12.9K
- 48.92%
$23.43 - $26.54 $303K - $344K
13.5K $324K
HSIC
Henry Schein Inc

Healthcare
-1.65K
- 2.39%
$66.54 - $77.66 $110K - $128K
67.2K $4.65M
CF
Cf Industries Holdings, Inc.

Basic Materials
-4.27K
- 39.92%
$81.39 - $94.14 $348K - $402K
6.43K $548K
VDC
Vanguard Consumer Staples ETF

ETFs
-483
- 1.29%
$210.96 - $223.62 $102K - $108K
36.9K $7.8M
TER
Teradyne, Inc

Technology
-2.35K
- 26.38%
$102.58 - $133.62 $241K - $314K
6.56K $826K
HII
Huntington Ingalls Industries, Inc.

Industrials
-812
- 29.07%
$184.96 - $264.65 $150K - $215K
1.98K $374K
DFIV
Dimensional ETF Tr

ETFs
-2.34K
- 2.2%
$34.86 - $37.97 $81.5K - $88.8K
104K $3.69M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3.35K
- 6.21%
$90.66 - $99.46 $304K - $333K
50.6K $4.61M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-7K
- 9.7%
$42.33 - $43.3 $296K - $303K
65.1K $2.78M
ED
Consolidated Edison Inc

Utilities
-1.08K
- 6.21%
$88.87 - $107.38 $96.2K - $116K
16.4K $1.46M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.56K
- 41.35%
$91.94 - $100.02 $327K - $356K
5.05K $467K
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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