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
AVT
Avnet Inc

Technology
-414
- 5.54%
$52.09 - $57.69 $21.6K - $23.9K
7.05K $369K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-501
- 3.04%
$49.58 - $50.28 $24.8K - $25.2K
16K $794K
VFH
Vanguard Financial ETF

ETFs
-6.02K
- 7.27%
$108.87 - $126.2 $656K - $760K
76.8K $9.07M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-1.02K
- 5.52%
$41.16 - $44.07 $42K - $45K
17.5K $735K
MEDP
Medpace Holdings, Inc.

Healthcare
-86
- 2.82%
$308.93 - $363.58 $26.6K - $31.3K
2.96K $984K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-136
- 1.94%
$139.44 - $150.37 $19K - $20.5K
6.89K $970K
LEA
Lear Corp

Consumer Cyclical
-15
- 0.69%
$92.95 - $108.96 $1.39K - $1.63K
2.14K $203K
MTB
M&T Bank Corp

Financial Services
-352
- 10.1%
$172.48 - $221.95 $60.7K - $78.1K
3.13K $588K
SON
Sonoco Products CO

Consumer Cyclical
-128
- 2.94%
$48.6 - $54.89 $6.22K - $7.03K
4.23K $206K
AM
Antero Midstream Corp

Energy
-2.17K
- 7.39%
$14.22 - $15.97 $30.8K - $34.6K
27.2K $410K
ELS
Equity Lifestyle Properties Inc

Real Estate
-132
- 3.42%
$66.06 - $72.51 $8.72K - $9.57K
3.72K $247K
UDR
Udr, Inc.

Real Estate
-332
- 4.77%
$41.3 - $46.33 $13.7K - $15.4K
6.63K $287K
RGEN
Repligen Corp

Healthcare
-73
- 2.08%
$123.41 - $160.92 $9.01K - $11.7K
3.44K $495K
SNX
Td Synnex Corp

Technology
-183
- 7.93%
$114.71 - $125.79 $21K - $23K
2.13K $249K
SSB
South State Corp

Financial Services
-389
- 7.92%
$94.05 - $111.93 $36.6K - $43.5K
4.53K $450K
CPK
Chesapeake Utilities Corp

Utilities
-148
- 4.77%
$116.24 - $133.18 $17.2K - $19.7K
2.96K $358K
EDOW
First Tr Exchange Traded Fd

ETFs
-781
- 9.6%
$35.29 - $38.02 $27.6K - $29.7K
7.35K $267K
PTC
Ptc Inc.

Technology
-212
- 4.5%
$175.97 - $201.89 $37.3K - $42.8K
4.5K $828K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-126
- 1.53%
$47.77 - $51.75 $6.02K - $6.52K
8.1K $391K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-236
- 6.22%
$70.12 - $75.48 $16.5K - $17.8K
3.56K $251K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-33
- 0.35%
$34.83 - $38.05 $1.15K - $1.26K
9.33K $329K
HSBC
Hsbc Holdings PLC

Financial Services
-1.87K
- 11.59%
$43.83 - $49.51 $81.8K - $92.4K
14.2K $704K
MGY
Magnolia Oil & Gas Corp

Energy
-329
- 2.42%
$22.89 - $28.79 $7.53K - $9.47K
13.3K $309K
ADUS
Addus Home Care Corp

Healthcare
-45
- 2.03%
$118.27 - $133.01 $5.32K - $5.99K
2.17K $271K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-168
- 3.49%
$113.79 - $124.5 $19.1K - $20.9K
4.64K $532K
NI
Nisource Inc.

Utilities
-13.1K
- 6.03%
$33.74 - $38.25 $443K - $502K
204K $7.52M
IWC
Russell Micro Cap ETF

ETFs
-516
- 7.98%
$120.3 - $138.84 $62.1K - $71.6K
5.95K $776K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-141
- 1.17%
$35.89 - $39.51 $5.06K - $5.57K
11.9K $431K
NICE
Nice Ltd.

Technology
-85
- 4.83%
$164.71 - $199.17 $14K - $16.9K
1.67K $284K
JKHY
Henry Jack & Associates Inc

Technology
-42
- 0.39%
$171.12 - $186.18 $7.19K - $7.82K
10.8K $1.9M
AXP
American Express CO

Financial Services
-1.65K
- 9.0%
$267.35 - $305.57 $441K - $504K
16.7K $4.95M
KEY
Keycorp

Financial Services
-2.33K
- 4.26%
$16.21 - $19.97 $37.7K - $46.5K
52.3K $897K
UBSI
United Bankshares Inc

Financial Services
-578
- 8.68%
$35.53 - $43.29 $20.5K - $25K
6.08K $228K
HXL
Hexcel Corp

Industrials
-603
- 2.73%
$58.56 - $65.31 $35.3K - $39.4K
21.5K $1.35M
NTRA
Natera, Inc.

Healthcare
-2.7K
- 20.56%
$117.67 - $174.0 $317K - $469K
10.4K $1.65M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-4
- 0.12%
$108.6 - $115.42 $434 - $462
3.2K $349K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-194
- 2.74%
$57.38 - $61.11 $11.1K - $11.9K
6.88K $401K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-109
- 4.73%
$104.34 - $118.84 $11.4K - $13K
2.2K $229K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-379
- 4.48%
$25.17 - $26.23 $9.54K - $9.94K
8.08K $204K
BAR
Granite Shares Gold Trust

ETFs
-528
- 3.15%
$25.3 - $27.51 $13.4K - $14.5K
16.2K $420K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-103
- 4.06%
$202.91 - $229.76 $20.9K - $23.7K
2.44K $511K
BMI
Badger Meter Inc

Technology
-17
- 1.03%
$199.06 - $237.67 $3.38K - $4.04K
1.64K $346K
DV
Double Verify Holdings, Inc.

Technology
-3.45K
- 15.42%
$16.24 - $21.06 $56K - $72.6K
18.9K $363K
ATO
Atmos Energy Corp

Utilities
-98
- 2.45%
$136.41 - $151.43 $13.4K - $14.8K
3.9K $542K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-134
- 3.74%
$118.0 - $127.04 $15.8K - $17K
3.45K $419K
LRGF
Ishares Tr

ETFs
-345
- 6.08%
$58.25 - $63.26 $20.1K - $21.8K
5.33K $321K
JCI
Johnson Controls International PLC

Industrials
-1.67K
- 1.83%
$74.23 - $86.6 $124K - $144K
89.4K $7.06M
GPS
Gap Inc

Consumer Cyclical
-524
- 1.66%
N/A
31K $624K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-250
- 7.03%
$61.52 - $66.5 $15.4K - $16.6K
3.31K $210K
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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