Envestnet Portfolio Solutions, Inc. Sells in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OPER
ETF Ser Solutions Clearshares

ETFs
-6.15K
- 75.32%
$100.1 - $100.58 $615K - $618K
2.02K $201K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-43.9K
- 7.81%
$57.32 - $62.65 $2.52M - $2.75M
518K $32.3M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-3.97K
- 23.13%
$53.01 - $82.74 $211K - $329K
13.2K $854K
TROW
Price T Rowe Group Inc

Financial Services
-1.2K
- 1.75%
$101.71 - $120.75 $122K - $145K
67.3K $7.33M
FDX
Fedex Corp

Industrials
-49
- 0.24%
$254.64 - $313.52 $12.5K - $15.4K
20.3K $5.57M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-5.87K
- 38.11%
$103.09 - $113.83 $605K - $668K
9.53K $1.07M
HYG
Ishares Tr

ETFs
-14.3K
- 7.45%
$76.72 - $80.36 $1.09M - $1.15M
177K $14.2M
SOXX
Ishares Semiconductor ETF

ETFs
-1.95K
- 34.57%
$199.29 - $265.49 $389K - $518K
3.69K $851K
IDXX
Idexx Laboratories Inc

Healthcare
-1.78K
- 8.75%
$455.08 - $517.19 $811K - $922K
18.6K $9.39M
WST
West Pharmaceutical Services Inc

Healthcare
-534
- 4.25%
$277.16 - $333.3 $148K - $178K
12K $3.61M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-14K
- 15.44%
$49.82 - $52.8 $700K - $742K
76.9K $4.04M
HAL
Halliburton CO

Energy
-13K
- 62.99%
$27.81 - $36.44 $360K - $472K
7.61K $221K
VOX
Vanguard Communication Service

ETFs
-6.42K
- 9.66%
$129.82 - $145.39 $834K - $934K
60K $8.73M
VLO
Valero Energy Corp

Energy
-180
- 0.93%
$132.81 - $163.48 $23.9K - $29.4K
19.3K $2.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-651
- 1.73%
$460.0 - $505.78 $299K - $329K
37K $17.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
-8.66K
- 28.37%
$50.2 - $50.48 $435K - $437K
21.9K $1.1M
BP
Bp PLC

Energy
-5.44K
- 9.61%
$30.78 - $37.05 $168K - $202K
51.2K $1.61M
RJF
Raymond James Financial Inc

Financial Services
-3.25K
- 12.18%
$106.39 - $125.13 $346K - $407K
23.4K $2.87M
AAL
American Airlines Group Inc.

Industrials
-26.1K
- 5.43%
$11.04 - $11.04 $288K - $288K
455K $5.02M
ADM
Archer Daniels Midland CO

Consumer Defensive
-6.27K
- 8.51%
$57.96 - $65.72 $363K - $412K
67.4K $4.03M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-14.8K
- 17.49%
$37.37 - $41.82 $552K - $617K
69.6K $2.89M
C
Citigroup Inc

Financial Services
-5.44K
- 7.42%
$56.11 - $67.61 $305K - $368K
67.9K $4.25M
VGT
Vanguard Information Technolog

ETFs
-966
- 5.88%
$514.43 - $606.85 $497K - $586K
15.5K $9.07M
ALC
Alcon Inc

Healthcare
-8.3K
- 21.34%
$88.07 - $100.79 $731K - $837K
30.6K $3.06M
NXST
Nexstar Media Group, Inc.

Communication Services
-2.42K
- 64.59%
$154.25 - $184.79 $373K - $447K
1.33K $219K
TTWO
Take Two Interactive Software Inc

Communication Services
-2.42K
- 14.7%
$135.67 - $161.71 $329K - $392K
14.1K $2.16M
AVY
Avery Dennison Corp

Industrials
-1.85K
- 12.91%
$202.27 - $224.18 $373K - $414K
12.5K $2.75M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-40.3K
- 5.53%
$50.85 - $53.88 $2.05M - $2.17M
688K $36.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
-14.6K
- 27.56%
$65.04 - $84.24 $947K - $1.23M
38.3K $3.08M
LITE
Lumentum Holdings Inc.

Technology
-8K
- 67.63%
$40.28 - $64.74 $322K - $518K
3.83K $242K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-989
- 13.0%
$211.47 - $281.27 $209K - $278K
6.62K $1.62M
BX
Blackstone Inc.

Financial Services
-5.64K
- 32.74%
$120.77 - $159.66 $681K - $900K
11.6K $1.77M
DV
Double Verify Holdings, Inc.

Technology
-14.9K
- 39.95%
$16.84 - $21.58 $250K - $321K
22.3K $376K
AZTA
Azenta, Inc.

Healthcare
-5.68K
- 41.91%
$45.84 - $62.29 $260K - $354K
7.88K $381K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-8.73K
- 55.96%
$33.49 - $43.24 $292K - $377K
6.87K $258K
FIVE
Five Below, Inc

Consumer Cyclical
-1.99K
- 30.94%
$64.97 - $108.47 $130K - $216K
4.45K $393K
WFRD
Weatherford International PLC

Energy
-953
- 15.78%
$84.06 - $134.26 $80.1K - $128K
5.09K $431K
PINS
Pinterest, Inc.

Communication Services
-1.68K
- 7.87%
$28.66 - $43.51 $48.1K - $73K
19.6K $635K
MEDP
Medpace Holdings, Inc.

Healthcare
-153
- 4.78%
$320.58 - $457.29 $49K - $70K
3.05K $1.02M
FANG
Diamondback Energy, Inc.

Energy
-428
- 5.54%
$168.46 - $210.94 $72.1K - $90.3K
7.3K $1.26M
ROK
Rockwell Automation, Inc

Industrials
-926
- 15.66%
$248.27 - $294.37 $230K - $273K
4.99K $1.34M
BR
Broadridge Financial Solutions, Inc.

Technology
-3.45K
- 13.51%
$196.56 - $218.55 $679K - $755K
22.1K $4.75M
GDDY
Go Daddy Inc.

Technology
-2.79K
- 30.95%
$141.41 - $167.41 $394K - $466K
6.22K $974K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-13.5K
- 5.41%
$38.51 - $41.48 $522K - $562K
237K $9.77M
IBN
Icici Bank LTD

Financial Services
-13.9K
- 10.46%
$27.58 - $31.38 $383K - $436K
119K $3.55M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-8.06K
- 5.62%
$79.58 - $91.64 $641K - $738K
135K $12.3M
MLM
Martin Marietta Materials Inc

Basic Materials
-461
- 9.23%
$502.48 - $593.35 $232K - $274K
4.53K $2.44M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.59K
- 10.51%
$178.94 - $207.0 $285K - $329K
13.5K $2.72M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-8.37K
- 41.07%
$34.67 - $37.7 $290K - $316K
12K $452K
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