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
INVH
Invitation Homes Inc.

Real Estate
-1.94K
- 9.11%
$31.4 - $34.69 $60.9K - $67.3K
19.4K $618K
RWO
Spdr Dow Jones Global Real Est

ETFs
-2K
- 19.75%
$42.41 - $47.31 $84.7K - $94.5K
8.12K $348K
CPT
Camden Property Trust

Real Estate
-477
- 4.71%
$112.52 - $127.03 $53.7K - $60.6K
9.65K $1.12M
PNW
Pinnacle West Capital Corp

Utilities
-1.25K
- 19.89%
$84.03 - $94.52 $105K - $118K
5.04K $427K
MDB
Mongo Db, Inc.

Technology
-294
- 18.05%
$232.81 - $350.13 $68.4K - $103K
1.34K $310K
ACTV
Two Rds Shared Tr Leadershares

ETFs
-2.25K
- 4.92%
$32.03 - $34.73 $72.1K - $78.1K
43.5K $1.41M
AVDV
American Centy ETF Tr Avantis

ETFs
-726
- 5.05%
$63.85 - $70.4 $46.4K - $51.1K
13.6K $888K
SEE
Sealed Air Corp

Consumer Cyclical
-2.55K
- 15.31%
$33.59 - $37.3 $85.7K - $95.1K
14.1K $477K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.23K
- 1.53%
$46.75 - $47.8 $57.5K - $58.7K
79.2K $3.71M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-620
- 4.14%
$57.07 - $62.58 $35.4K - $38.8K
14.3K $819K
PH
Parker Hannifin Corp

Industrials
-276
- 2.1%
$621.74 - $709.46 $172K - $196K
12.9K $8.2M
MCO
Moodys Corp

Financial Services
-238
- 3.49%
$454.04 - $500.88 $108K - $119K
6.58K $3.12M
EXP
Eagle Materials Inc

Basic Materials
-100
- 4.31%
$246.48 - $315.29 $24.6K - $31.5K
2.22K $547K
AVUS
American Centy ETF Tr Avantis

ETFs
-1.32K
- 23.18%
$94.36 - $102.06 $125K - $135K
4.38K $424K
RELX
Relx PLC

Communication Services
-489
- 1.05%
$44.45 - $48.63 $21.7K - $23.8K
46.2K $2.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.2K
- 10.48%
$55.97 - $62.75 $67.3K - $75.4K
10.3K $588K
TDVG
T Rowe Price Exchange Traded F

Technology
-2.47K
- 21.11%
$39.51 - $41.92 $97.6K - $104K
9.24K $365K
DAR
Darling Ingredients Inc.

Consumer Defensive
-2.13K
- 18.31%
$33.0 - $43.05 $70.2K - $91.6K
9.49K $319K
LCII
Lci Industries

Consumer Cyclical
-434
- 11.23%
$101.78 - $126.7 $44.2K - $55K
3.43K $354K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.24K
- 3.79%
$124.26 - $134.12 $279K - $301K
57K $7.33M
DFAX
Dimensional ETF Tr
-2.7K
- 13.37%
$24.76 - $27.04 $66.8K - $73K
17.5K $434K
CHE
Chemed Corp

Healthcare
-33
- 2.54%
$517.44 - $613.19 $17.1K - $20.2K
1.27K $671K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.88K
- 16.32%
$43.02 - $47.32 $80.7K - $88.7K
9.62K $415K
TW
Tradeweb Markets Inc.

Financial Services
-1.22K
- 16.75%
$124.87 - $136.32 $152K - $166K
6.06K $793K
FMX
Mexican Economic Development Inc

Consumer Defensive
-621
- 16.04%
$84.71 - $99.68 $52.6K - $61.9K
3.25K $277K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.35K
- 10.48%
$25.66 - $34.91 $34.5K - $47K
11.5K $302K
PRI
Primerica, Inc.

Financial Services
-532
- 6.8%
$265.71 - $304.93 $141K - $162K
7.29K $1.98M
ITT
Itt Inc.

Industrials
-382
- 5.98%
$140.12 - $159.62 $53.5K - $61K
6K $857K
FIX
Comfort Systems Usa Inc

Industrials
-379
- 19.92%
$370.68 - $504.12 $140K - $191K
1.52K $646K
FDD
First Trust Stoxx European Sel

ETFs
-2.47K
- 4.38%
$11.07 - $12.33 $27.3K - $30.5K
53.9K $606K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-155
- 5.97%
$408.59 - $476.19 $63.3K - $73.8K
2.44K $1.02M
CTSH
Cognizant Technology Solutions Corp

Technology
-1.15K
- 7.52%
$74.37 - $82.32 $85.3K - $94.4K
14.1K $1.09M
CNQ
Canadian Natural Resources LTD

Energy
-644
- 2.08%
$29.51 - $37.6 $19K - $24.2K
30.4K $937K
WFRD
Weatherford International PLC

Energy
-334
- 6.57%
$67.1 - $94.33 $22.4K - $31.5K
4.75K $340K
LVHI
Franklin International Low Vol

ETFs
-1.67K
- 2.47%
$29.98 - $31.57 $50.1K - $52.7K
66K $2.01M
BSX
Boston Scientific Corp

Healthcare
-5.03K
- 7.7%
$83.62 - $91.5 $421K - $460K
60.3K $5.39M
CHX
Champion X Corp

Energy
-632
- 2.66%
$25.79 - $32.51 $16.3K - $20.5K
23.1K $628K
VVV
Valvoline Inc

Energy
-367
- 2.84%
$36.18 - $43.41 $13.3K - $15.9K
12.6K $454K
VTR
Ventas, Inc.

Real Estate
-853
- 12.03%
$57.73 - $66.48 $49.2K - $56.7K
6.24K $367K
IXJ
Ishares Global Healthcare ETF

ETFs
-228
- 4.16%
$85.65 - $98.34 $19.5K - $22.4K
5.25K $451K
GBIL
Goldman Sachs Access Treasury

ETFs
-720
- 1.9%
$99.85 - $100.22 $71.9K - $72.2K
37.1K $3.71M
YUM
Yum Brands Inc

Consumer Cyclical
-207
- 1.97%
$130.36 - $139.54 $27K - $28.9K
10.3K $1.38M
EQNR
Equinor Asa

Energy
-2.68K
- 20.31%
$21.88 - $27.12 $58.6K - $72.6K
10.5K $248K
WSO
Watsco Inc

Industrials
-32
- 0.82%
$466.57 - $568.78 $14.9K - $18.2K
3.87K $1.83M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-786
- 1.5%
$27.8 - $29.05 $21.9K - $22.8K
51.7K $1.44M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.58K
- 16.77%
$30.67 - $30.84 $79K - $79.4K
12.8K $392K
AZTA
Azenta, Inc.

Healthcare
-1.87K
- 23.8%
$40.37 - $51.57 $75.7K - $96.6K
6K $300K
TRNO
Terreno Realty Corp

Real Estate
-673
- 12.62%
$58.62 - $66.94 $39.5K - $45.1K
4.66K $275K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-316
- 0.85%
$46.52 - $48.32 $14.7K - $15.3K
36.9K $1.72M
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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