Envestnet Portfolio Solutions, Inc. Incresed Positions in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GPN
Global Payments Inc

Industrials
651
+ 6.39%
$92.66 - $112.97 $60.3K - $73.5K
10.8K $1.11M
BIO
Bio Rad Laboratories, Inc.

Healthcare
75
+ 4.6%
$263.97 - $344.64 $19.8K - $25.8K
1.71K $570K
CSX
Csx Corp

Industrials
61
+ 0.05%
$32.48 - $35.45 $1.98K - $2.16K
115K $3.96M
MFG
Mizuho Financial Group Inc

Financial Services
30.1K
+ 132.18%
$3.69 - $4.62 $111K - $139K
52.9K $221K
BCPC
Balchem Corp

Basic Materials
213
+ 5.43%
$154.1 - $181.56 $32.8K - $38.7K
4.14K $728K
BRKR
Bruker Corp

Healthcare
482
+ 2.83%
$60.3 - $70.67 $29.1K - $34.1K
17.5K $1.21M
VRSN
Verisign Inc

Technology
372
+ 8.56%
$174.18 - $190.64 $64.8K - $70.9K
4.72K $895K
CMA
Comerica Inc

Financial Services
947
+ 13.11%
$49.93 - $61.49 $47.3K - $58.2K
8.17K $489K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.33K
+ 14.52%
$55.81 - $61.01 $74K - $80.9K
10.5K $637K
MAA
Mid America Apartment Communities Inc.

Real Estate
480
+ 17.79%
$138.8 - $166.65 $66.6K - $80K
3.18K $504K
STT
State Street Corp

Financial Services
124
+ 1.67%
$73.37 - $89.31 $9.1K - $11.1K
7.54K $667K
SSB
South State Corp

Financial Services
228
+ 4.87%
$75.47 - $101.63 $17.2K - $23.2K
4.91K $477K
ESE
Esco Technologies Inc

Technology
473
+ 20.06%
$102.11 - $128.98 $48.3K - $61K
2.83K $365K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
1.62K
+ 38.4%
$61.2 - $67.95 $99K - $110K
5.83K $390K
HST
Host Hotels & Resorts, Inc.

Real Estate
7.56K
+ 17.33%
$15.92 - $18.86 $120K - $143K
51.2K $900K
SLGN
Silgan Holdings Inc

Consumer Cyclical
631
+ 7.63%
$41.32 - $52.69 $26.1K - $33.2K
8.9K $467K
LAD
Lithia Motors Inc

Consumer Cyclical
39
+ 2.46%
$243.05 - $320.83 $9.48K - $12.5K
1.63K $516K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
4.67K
+ 50.22%
$23.38 - $24.14 $109K - $113K
14K $336K
IBP
Installed Building Products, Inc.

Consumer Cyclical
201
+ 12.39%
$198.8 - $270.35 $40K - $54.3K
1.82K $449K
INSM
Insmed Inc

Healthcare
1.17K
+ 23.74%
$62.0 - $79.01 $72.4K - $92.3K
6.09K $444K
FRI
First Tr S&P Reit Index Fd

ETFs
2.16K
+ 17.4%
$25.47 - $29.98 $55K - $64.8K
14.6K $432K
EMLP
First Tr Exchange Traded Iv

ETFs
44
+ 0.12%
$30.38 - $34.0 $1.34K - $1.5K
35.6K $1.2M
CYBR
Cyber Ark Software Ltd.

Technology
221
+ 8.56%
$241.52 - $291.61 $53.4K - $64.4K
2.8K $817K
AVA
Avista Corp

Utilities
2.14K
+ 31.96%
$33.57 - $39.64 $71.8K - $84.8K
8.84K $342K
MGA
Magna International Inc

Consumer Cyclical
3.76K
+ 7.38%
$38.03 - $45.82 $143K - $172K
54.6K $2.24M
TECK
Teck Resources LTD

Basic Materials
923
+ 6.69%
$43.48 - $53.4 $40.1K - $49.3K
14.7K $769K
FYX
First Tr Small Cap Core Alphad

ETFs
673
+ 14.98%
$89.32 - $100.62 $60.1K - $67.7K
5.17K $514K
DFHY
Donoghue Forlines Tactical Hig

ETFs
1.31K
+ 1.3%
$20.78 - $21.88 $27.3K - $28.7K
102K $2.21M
EWC
Ishares Msci Canada ETF

ETFs
351
+ 1.67%
$36.52 - $41.67 $12.8K - $14.6K
21.4K $887K
EEMV
Ishares Msci Emerging Markets

ETFs
108
+ 0.59%
$56.77 - $63.31 $6.13K - $6.84K
18.5K $1.16M
ACWI
Ishares Msci Acwi ETF

ETFs
23
+ 0.16%
$107.24 - $119.84 $2.47K - $2.76K
14.8K $1.77M
EGP
Eastgroup Properties Inc

Real Estate
210
+ 5.16%
$169.51 - $191.71 $35.6K - $40.3K
4.28K $799K
CRI
Carters Inc

Consumer Cyclical
1.5K
+ 44.87%
$57.26 - $71.06 $85.7K - $106K
4.83K $313K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.78K
+ 3.67%
$23.61 - $24.64 $65.6K - $68.5K
78.5K $1.92M
NEU
Newmarket Corp

Basic Materials
137
+ 16.12%
$507.12 - $579.02 $69.5K - $79.3K
987 $544K
SEIC
Sei Investments CO

Financial Services
1.03K
+ 13.62%
$63.1 - $69.83 $64.9K - $71.8K
8.58K $593K
POST
Post Holdings, Inc.

Consumer Defensive
353
+ 6.41%
$103.64 - $118.23 $36.6K - $41.7K
5.86K $678K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
732
+ 5.14%
$56.88 - $63.65 $41.6K - $46.6K
15K $943K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
6.12K
+ 44.67%
$9.14 - $12.13 $56K - $74.3K
19.8K $228K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
447
+ 3.9%
$91.94 - $113.13 $41.1K - $50.6K
11.9K $1.32M
DFSD
Dimensional ETF Tr Short Durat

ETFs
915
+ 1.15%
$47.0 - $47.84 $43K - $43.8K
80.5K $3.84M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.74K
+ 14.33%
$50.15 - $51.27 $87.4K - $89.4K
13.9K $713K
LBRT
Liberty Energy Inc.

Energy
6.47K
+ 46.8%
$18.68 - $24.15 $121K - $156K
20.3K $387K
WPC
W. P. Carey Inc.

Real Estate
20
+ 0.15%
$54.63 - $63.96 $1.09K - $1.28K
13.5K $840K
IXJ
Ishares Global Healthcare ETF

ETFs
754
+ 15.95%
$91.63 - $101.25 $69.1K - $76.3K
5.48K $537K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
398
+ 6.79%
$159.84 - $178.33 $63.6K - $71K
6.26K $1.11M
VTR
Ventas, Inc.

Real Estate
126
+ 1.81%
$50.88 - $65.33 $6.41K - $8.23K
7.09K $454K
CG
Carlyle Group Inc.

Financial Services
1.8K
+ 26.99%
$37.24 - $49.74 $67K - $89.4K
8.46K $364K
PIPR
Piper Sandler Companies

Financial Services
40
+ 2.52%
$230.9 - $287.51 $9.24K - $11.5K
1.63K $461K
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email