Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NTRA
Natera, Inc.

Healthcare
-510
- 3.74%
$97.75 - $129.67 $49.9K - $66.1K
13.1K $1.67M
VAW
Vanguard Materials ETF

ETFs
-2.22K
- 6.28%
$189.89 - $213.71 $422K - $474K
33.1K $7.01M
SAP
Sap Se

Technology
-1.36K
- 7.19%
$197.21 - $231.0 $267K - $313K
17.5K $4.01M
EBAY
Ebay Inc

Consumer Cyclical
-1.83K
- 6.28%
$52.61 - $65.44 $96.3K - $120K
27.3K $1.78M
VHT
Vanguard Health Care ETF

ETFs
-893
- 3.1%
$261.88 - $288.1 $234K - $257K
27.9K $7.87M
VIS
Vanguard Industrial ETF

ETFs
-1.95K
- 6.69%
$232.12 - $260.07 $453K - $507K
27.2K $7.08M
GIL
Gildan Activewear Inc.

Consumer Cyclical
-572
- 2.05%
$37.71 - $47.5 $21.6K - $27.2K
27.3K $1.29M
ECL
Ecolab Inc.

Basic Materials
-343
- 1.85%
$228.86 - $255.76 $78.5K - $87.7K
18.2K $4.64M
GWRE
Guidewire Software, Inc.

Technology
-435
- 6.2%
$137.04 - $182.94 $59.6K - $79.6K
6.58K $1.2M
NOC
Northrop Grumman Corp

Industrials
-1.06K
- 12.1%
$423.73 - $533.14 $449K - $565K
7.7K $4.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 0.28%
$3305.62 - $4268.05 $9.92K - $12.8K
1.05K $4.44M
TECH
Bio Techne Corp

Healthcare
-164
- 0.5%
$70.96 - $82.35 $11.6K - $13.5K
32.6K $2.61M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4.54K
- 12.14%
$156.14 - $187.2 $708K - $849K
32.8K $6.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.46K
- 5.98%
$125.95 - $142.04 $309K - $349K
38.6K $5.49M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.13K
- 1.87%
$113.41 - $125.62 $128K - $142K
59.2K $7.44M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-105
- 1.07%
$107.74 - $140.72 $11.3K - $14.8K
9.74K $1.36M
DSTL
ETF Ser Solution Distillate Us

ETFs
-536
- 0.92%
$50.87 - $56.8 $27.3K - $30.4K
57.9K $3.28M
CI
Cigna Corp

Healthcare
-325
- 1.25%
$319.12 - $367.1 $104K - $119K
25.6K $8.88M
VCR
Vanguard Consumer Discretionar

ETFs
-874
- 4.09%
$291.88 - $341.94 $255K - $299K
20.5K $6.98M
BSX
Boston Scientific Corp

Healthcare
-1.78K
- 2.66%
$72.96 - $84.0 $130K - $150K
65.3K $5.48M
AMGN
Amgen Inc

Healthcare
-1.16K
- 1.65%
$309.38 - $337.38 $359K - $392K
69.4K $22.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.16K
- 1.27%
$38.51 - $41.69 $83.1K - $90K
168K $6.99M
ACGL
Arch Capital Group Ltd.

Financial Services
-258
- 0.81%
$94.47 - $114.25 $24.4K - $29.5K
31.8K $3.55M
VTC
Vanguard Scottsdale Fds Total

ETFs
-429
- 0.42%
$75.09 - $79.73 $32.2K - $34.2K
101K $8.02M
NGG
National Grid PLC

Utilities
-5.66K
- 9.93%
$57.14 - $70.48 $323K - $399K
51.3K $3.58M
LSAF
Two Rds Shared Tr

ETFs
-386
- 0.38%
$36.68 - $41.38 $14.2K - $16K
99.9K $4.13M
IT
Gartner Inc

Technology
-53
- 0.82%
$441.32 - $516.47 $23.4K - $27.4K
6.44K $3.26M
CTVA
Corteva, Inc.

Basic Materials
-176
- 0.23%
$50.72 - $58.78 $8.93K - $10.3K
76.3K $4.49M
MCO
Moodys Corp

Financial Services
-2
- 0.03%
$421.49 - $494.67 $843 - $989
6.82K $3.24M
MET
Metlife Inc

Financial Services
-343
- 1.07%
$67.96 - $82.48 $23.3K - $28.3K
31.7K $2.62M
MSI
Motorola Solutions, Inc.

Technology
-624
- 6.11%
$385.65 - $450.49 $241K - $281K
9.59K $4.31M
THC
Tenet Healthcare Corp

Healthcare
-326
- 2.55%
$129.27 - $168.03 $42.1K - $54.8K
12.5K $2.07M
APD
Air Products & Chemicals, Inc.

Basic Materials
-376
- 2.99%
$247.34 - $300.11 $93K - $113K
12.2K $3.63M
AXON
Axon Enterprise, Inc.

Industrials
-413
- 7.83%
$286.16 - $399.6 $118K - $165K
4.86K $1.94M
HLN
Haleon PLC

Healthcare
-4.28K
- 2.27%
$8.32 - $10.7 $35.6K - $45.8K
185K $1.95M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-1.48K
- 4.21%
$47.28 - $62.24 $70.1K - $92.2K
33.8K $2.07M
FDL
First Tr Morningstar Dividend

ETFs
-1.04K
- 0.93%
$37.66 - $42.06 $39.1K - $43.7K
110K $4.63M
KIM
Kimco Realty Corp

Real Estate
-1.59K
- 1.33%
$19.24 - $24.06 $30.5K - $38.2K
118K $2.73M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-52
- 1.05%
$1015.62 - $1159.62 $52.8K - $60.3K
4.91K $5.66M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-15.9K
- 4.79%
$75.32 - $84.37 $1.2M - $1.34M
317K $26.5M
MPWR
Monolithic Power Systems Inc

Technology
-302
- 4.29%
$757.04 - $947.16 $229K - $286K
6.73K $6.23M
TTD
Trade Desk, Inc.

Technology
-6.09K
- 6.48%
$83.08 - $110.79 $506K - $675K
87.9K $9.64M
RDVY
First Trust Rising Dividend Ac

ETFs
-9.36K
- 4.12%
$53.68 - $59.24 $503K - $555K
218K $12.9M
AON
Aon PLC

Financial Services
-176
- 1.76%
$293.16 - $351.06 $51.6K - $61.8K
9.82K $3.4M
EFX
Equifax Inc

Industrials
-252
- 2.33%
$236.42 - $307.13 $59.6K - $77.4K
10.6K $3.1M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-3.88K
- 7.01%
$98.71 - $117.61 $383K - $456K
51.4K $6.05M
LHX
L3 Harris Technologies, Inc.

Industrials
-98
- 0.25%
$221.96 - $243.27 $21.8K - $23.8K
38.3K $9.12M
WELL
Welltower Inc.

Real Estate
-155
- 0.72%
$104.0 - $129.74 $16.1K - $20.1K
21.5K $2.75M
AFL
Aflac Inc

Financial Services
-1.06K
- 3.8%
$88.52 - $111.8 $93.8K - $119K
26.8K $3M
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
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