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
STT
State Street Corp

Financial Services
-1.5K
- 19.87%
$85.96 - $100.78 $129K - $151K
6.04K $592K
RWR
Spdr Dow Jones Reit ETF

ETFs
-507
- 16.28%
$97.84 - $108.61 $49.6K - $55.1K
2.61K $257K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-736
- 6.75%
$97.11 - $104.1 $71.5K - $76.6K
10.2K $995K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.29K
- 11.82%
$47.98 - $49.47 $61.7K - $63.6K
9.6K $463K
VIG
Vanguard Dividend Appreciation

ETFs
-402
- 0.96%
N/A
41.6K $7.58M
MUR
Murphy Oil Corp

Energy
-621
- 4.08%
$28.14 - $36.09 $17.5K - $22.4K
14.6K $441K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-464
- 1.14%
$4.96 - $6.57 $2.3K - $3.05K
40.2K $199K
HIW
Highwoods Properties, Inc.

Real Estate
-1.46K
- 16.58%
$29.37 - $36.37 $42.9K - $53.1K
7.35K $224K
DUOL
Duolingo, Inc.

Technology
-430
- 26.16%
$278.75 - $373.03 $120K - $160K
1.21K $393K
ASX
Ase Technology Holding Co., Ltd.

Technology
-8.22K
- 15.89%
$9.49 - $10.74 $78K - $88.2K
43.5K $437K
ITB
Ishares Tr

ETFs
-130
- 5.94%
$103.31 - $129.34 $13.4K - $16.8K
2.06K $212K
KWR
Quaker Chemical Corp

Basic Materials
-133
- 7.86%
$137.52 - $180.36 $18.3K - $24K
1.56K $219K
FBT
First Trust Nyse Arca Biotechn

ETFs
-189
- 3.35%
$161.65 - $178.69 $30.6K - $33.8K
5.46K $907K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-57
- 0.77%
$32.82 - $45.55 $1.87K - $2.6K
7.31K $244K
NOV
Nov Inc.

Energy
-2.55K
- 13.51%
$14.06 - $16.79 $35.8K - $42.8K
16.3K $237K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-981
- 11.94%
$48.12 - $52.79 $47.2K - $51.8K
7.24K $349K
AIN
Albany International Corp

Consumer Cyclical
-308
- 7.52%
$67.92 - $87.46 $20.9K - $26.9K
3.79K $303K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-1.89K
- 8.31%
$41.96 - $43.69 $79.2K - $82.5K
20.8K $901K
LII
Lennox International Inc

Industrials
-126
- 3.32%
$589.36 - $678.43 $74.3K - $85.5K
3.67K $2.23M
HLNE
Hamilton Lane Inc

Financial Services
-108
- 5.44%
$147.78 - $201.62 $16K - $21.8K
1.88K $277K
BPOP
Popular, Inc.

Financial Services
-332
- 8.48%
$88.46 - $102.59 $29.4K - $34.1K
3.59K $337K
FSEC
Fidel Merrimack Str Tr

ETFs
-933
- 11.81%
$42.41 - $44.47 $39.6K - $41.5K
6.97K $296K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-859
- 1.96%
N/A
42.9K $2.68M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-2.12K
- 8.23%
$13.01 - $14.43 $27.6K - $30.6K
23.6K $312K
AMH
American Homes 4 Rent

Real Estate
-1.11K
- 9.56%
$35.02 - $39.25 $38.9K - $43.6K
10.5K $393K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-171
- 16.22%
$4100.99 - $5300.34 $701K - $906K
883 $4.39M
NSP
Insperity, Inc.

Industrials
-201
- 5.74%
$72.51 - $88.91 $14.6K - $17.9K
3.3K $255K
FJP
First Trust Japan Alphadex Fun

ETFs
-172
- 1.1%
$50.22 - $54.42 $8.64K - $9.36K
15.4K $797K
KFY
Korn Ferry

Industrials
-259
- 6.23%
$66.56 - $79.4 $17.2K - $20.6K
3.9K $263K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-163
- 0.72%
$26.16 - $28.82 $4.26K - $4.7K
22.5K $590K
RY
Royal Bank Of Canada

Financial Services
-297
- 9.46%
$119.72 - $128.02 $35.6K - $38K
2.84K $342K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-275
- 3.23%
$101.77 - $113.02 $28K - $31.1K
8.24K $870K
VOYA
Voya Financial, Inc.

Financial Services
-114
- 2.91%
$65.93 - $83.9 $7.52K - $9.56K
3.81K $261K
TME
Tencent Music Entertainment Group

Communication Services
-3.2K
- 20.36%
$10.67 - $13.73 $34.1K - $43.9K
12.5K $141K
LKQ
Lkq Corp

Consumer Cyclical
-80
- 0.57%
$36.0 - $39.99 $2.88K - $3.2K
13.9K $509K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-914
- 15.67%
$50.35 - $50.69 $46K - $46.3K
4.92K $248K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-430
- 11.26%
$61.93 - $70.49 $26.6K - $30.3K
3.39K $222K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.6K
- 4.88%
$178.39 - $215.0 $286K - $344K
31.2K $6.02M
CSWI
Csw Industrials, Inc.

Industrials
-57
- 3.05%
$352.8 - $432.01 $20.1K - $24.6K
1.81K $638K
AGCO
Agco Corp

Industrials
-319
- 11.41%
$89.46 - $101.89 $28.5K - $32.5K
2.48K $231K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-431
- 8.35%
$92.58 - $93.71 $39.9K - $40.4K
4.73K $438K
CWS
Advisorshares Tr Advisorshares

ETFs
-335
- 7.35%
$64.77 - $71.56 $21.7K - $24K
4.22K $273K
KAI
Kadant Inc

Industrials
-143
- 10.52%
$316.45 - $422.93 $45.3K - $60.5K
1.22K $419K
FCFS
First Cash Holdings, Inc.

Financial Services
-135
- 6.2%
$100.54 - $114.86 $13.6K - $15.5K
2.04K $211K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-418
- 3.82%
$49.28 - $52.29 $20.6K - $21.9K
10.5K $519K
RDN
Radian Group Inc

Financial Services
-276
- 2.76%
$31.67 - $35.84 $8.74K - $9.89K
9.71K $308K
HST
Host Hotels & Resorts, Inc.

Real Estate
-1.93K
- 3.76%
$17.24 - $19.07 $33.2K - $36.7K
49.2K $862K
VRSN
Verisign Inc

Technology
-573
- 12.15%
$176.68 - $206.96 $101K - $119K
4.14K $857K
ALG
Alamo Group Inc

Industrials
-241
- 17.49%
$168.76 - $202.61 $40.7K - $48.8K
1.14K $211K
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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