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
AEIS
Advanced Energy Industries Inc

Industrials
-72
- 1.05%
$101.71 - $122.72 $7.32K - $8.84K
6.76K $781K
DSGX
Descartes Systems Group Inc

Technology
-300
- 3.24%
$100.21 - $121.37 $30.1K - $36.4K
8.95K $1.02M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-70
- 1.74%
$242.7 - $295.49 $17K - $20.7K
3.95K $1.13M
XEL
Xcel Energy Inc

Utilities
-702
- 1.18%
$62.16 - $72.92 $43.6K - $51.2K
58.9K $3.97M
SF
Stifel Financial Corp

Financial Services
-1.3K
- 7.0%
$93.4 - $117.72 $121K - $153K
17.2K $1.83M
TRV
Travelers Companies, Inc.

Financial Services
-111
- 0.65%
$225.97 - $266.66 $25.1K - $29.6K
17K $4.1M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-379
- 5.42%
$131.85 - $172.52 $50K - $65.4K
6.61K $1.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-9.79K
- 1.9%
$124.61 - $133.96 $1.22M - $1.31M
505K $65M
FLEX
Flex Ltd.

Technology
-6.26K
- 9.07%
$32.52 - $41.3 $203K - $258K
62.7K $2.41M
GATX
Gatx Corp

Industrials
-100
- 1.88%
$128.5 - $165.82 $12.9K - $16.6K
5.22K $808K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-396
- 4.07%
$92.95 - $129.87 $36.8K - $51.4K
9.34K $1.07M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-185
- 0.97%
$180.39 - $205.43 $33.4K - $38K
18.9K $3.58M
HLI
Houlihan Lokey, Inc.

Financial Services
-407
- 3.41%
$158.81 - $190.49 $64.6K - $77.5K
11.5K $2M
WMB
Williams Companies, Inc.

Energy
-11.4K
- 13.07%
$46.37 - $59.74 $527K - $679K
75.6K $4.09M
CMI
Cummins Inc

Industrials
-2
- 0.04%
$324.93 - $383.42 $650 - $767
4.91K $1.71M
HBAN
Huntington Bancshares Inc

Financial Services
-12K
- 5.52%
$14.18 - $18.2 $171K - $219K
206K $3.35M
L
Loews Corp

Financial Services
-409
- 1.26%
$76.49 - $87.05 $31.3K - $35.6K
32K $2.71M
WK
Workiva Inc

Technology
-346
- 5.31%
$76.11 - $114.78 $26.3K - $39.7K
6.18K $676K
TDY
Teledyne Technologies Inc

Technology
-360
- 2.8%
$436.59 - $489.24 $157K - $176K
12.5K $5.81M
BR
Broadridge Financial Solutions, Inc.

Technology
-297
- 1.34%
$209.64 - $236.44 $62.3K - $70.2K
21.8K $4.93M
FTNT
Fortinet, Inc.

Technology
-3.02K
- 10.67%
$76.49 - $99.21 $231K - $300K
25.3K $2.39M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.07K
- 4.64%
$316.94 - $357.88 $655K - $740K
42.5K $14.6M
WST
West Pharmaceutical Services Inc

Healthcare
-11
- 0.09%
$285.69 - $344.0 $3.14K - $3.78K
12K $3.93M
PAYX
Paychex Inc

Industrials
-2.86K
- 2.32%
$135.86 - $148.73 $388K - $425K
120K $16.8M
CME
Cme Group Inc.

Financial Services
-1.88K
- 2.71%
$221.17 - $246.02 $415K - $462K
67.4K $15.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-91
- 0.77%
$138.3 - $192.95 $12.6K - $17.6K
11.7K $2.06M
ISRG
Intuitive Surgical Inc

Healthcare
-1.53K
- 3.84%
$471.27 - $550.62 $722K - $844K
38.3K $20M
VOX
Vanguard Communication Service

ETFs
-724
- 1.21%
$144.31 - $163.57 $104K - $118K
59.3K $9.19M
CRWD
Crowd Strike Holdings, Inc.

Technology
-208
- 2.33%
$275.15 - $388.2 $57.2K - $80.7K
8.71K $2.98M
VGT
Vanguard Information Technolog

ETFs
-91
- 0.59%
$571.78 - $647.97 $52K - $59K
15.4K $9.56M
MCK
Mckesson Corp

Healthcare
-1.02K
- 6.86%
$482.27 - $628.5 $490K - $639K
13.8K $7.86M
ARES
Ares Management Corp

Financial Services
-1.42K
- 3.56%
$153.38 - $183.7 $217K - $260K
38.4K $6.79M
CDNS
Cadence Design Systems Inc

Technology
-1.45K
- 4.07%
$249.1 - $324.54 $360K - $469K
34.1K $10.2M
TTD
Trade Desk, Inc.

Technology
-113
- 0.13%
$108.7 - $139.51 $12.3K - $15.8K
87.8K $10.3M
VCR
Vanguard Consumer Discretionar

ETFs
-67
- 0.33%
$328.51 - $401.37 $22K - $26.9K
20.4K $7.67M
RJF
Raymond James Financial Inc

Financial Services
-69
- 0.29%
$123.0 - $170.1 $8.49K - $11.7K
23.4K $3.63M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-822
- 3.58%
$152.04 - $211.12 $125K - $174K
22.1K $4.49M
DIS
Walt Disney CO

Communication Services
-2.39K
- 3.15%
$92.39 - $117.6 $221K - $281K
73.5K $8.19M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-607
- 4.89%
$229.85 - $335.91 $140K - $204K
11.8K $3.85M
KMI
Kinder Morgan, Inc.

Energy
-89.5K
- 13.1%
$22.59 - $28.54 $2.02M - $2.55M
594K $16.3M
AMP
Ameriprise Financial Inc

Financial Services
-1.36K
- 4.38%
$473.15 - $574.01 $643K - $780K
29.7K $15.8M
WFC
Wells Fargo & Company

Financial Services
-2.25K
- 1.71%
$54.98 - $77.35 $124K - $174K
129K $9.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.41K
- 2.44%
$172.07 - $207.36 $414K - $499K
96.3K $19M
DFS
Discover Financial Services

Financial Services
-1.41K
- 1.99%
$136.3 - $182.67 $192K - $258K
69.5K $12M
VUG
Vanguard Growth ETF

ETFs
-17.5K
- 4.96%
$378.79 - $428.11 $6.63M - $7.49M
335K $138M
MRVL
Marvell Technology, Inc.

Technology
-362
- 0.49%
$70.31 - $124.78 $25.5K - $45.2K
73K $8.06M
CSCO
Cisco Systems, Inc.

Technology
-7.42K
- 1.38%
$52.45 - $60.02 $389K - $445K
531K $31.4M
NOW
Service Now, Inc.

Technology
-525
- 2.07%
$867.18 - $1148.42 $455K - $603K
24.8K $26.3M
APP
App Lovin Corp

Technology
-12.5K
- 29.48%
$130.67 - $401.5 $1.63M - $5M
29.8K $9.65M
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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