Envestnet Asset Management Inc Reduced Holdings in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-219K
- 35.42%
$17.44 - $19.38 $3.81M - $4.24M
398K $7.07M
IYJ
Ishares Tr

ETFs
-35.8K
- 76.73%
$132.97 - $143.93 $4.76M - $5.16M
10.9K $1.45M
ABEV
Ambev S.A.

Consumer Defensive
-578K
- 9.2%
$1.85 - $2.56 $1.07M - $1.48M
5.7M $10.6M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-75.6K
- 91.98%
$55.42 - $61.69 $4.19M - $4.66M
6.59K $365K
MNST
Monster Beverage Corp

Consumer Defensive
-112K
- 3.45%
$49.24 - $56.38 $5.52M - $6.32M
3.14M $165M
ICFI
Icf International, Inc.

Industrials
-16.1K
- 27.53%
$117.59 - $175.87 $1.89M - $2.82M
42.3K $5.04M
VBK
Vanguard Small Cap Growth ETF

ETFs
-49.6K
- 6.81%
$264.18 - $304.19 $13.1M - $15.1M
679K $190M
LYG
Lloyds Banking Group PLC

Financial Services
-276K
- 2.79%
$2.67 - $3.23 $737K - $892K
9.63M $26.2M
FV
First Trust Dorsey Wright Focu

ETFs
-83.7K
- 19.14%
$57.47 - $62.82 $4.81M - $5.26M
353K $20.9M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-117K
- 5.16%
$26.55 - $27.32 $3.12M - $3.21M
2.16M $57.6M
GXO
Gxo Logistics, Inc.

Industrials
-78.4K
- 61.68%
$41.93 - $63.02 $3.29M - $4.94M
48.7K $2.12M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.07K
- 0.2%
$107.06 - $123.74 $115K - $133K
527K $57.7M
ETSY
Etsy Inc

Consumer Cyclical
-76.4K
- 52.08%
$47.48 - $61.61 $3.63M - $4.71M
70.3K $3.72M
EHC
Encompass Health Corp

Healthcare
-33.3K
- 10.7%
$92.35 - $103.77 $3.08M - $3.46M
278K $25.7M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-23.7K
- 6.97%
$108.6 - $115.42 $2.58M - $2.74M
317K $34.6M
CHX
Champion X Corp

Energy
-71.9K
- 8.67%
$25.79 - $32.51 $1.85M - $2.34M
757K $20.6M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-72.5K
- 11.53%
$32.06 - $35.14 $2.33M - $2.55M
556K $17.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-29.1K
- 1.69%
$90.66 - $99.46 $2.64M - $2.89M
1.69M $153M
ICLN
Ishares

ETFs
-215K
- 37.42%
$11.35 - $14.51 $2.44M - $3.12M
360K $4.1M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-54K
- 13.58%
$63.15 - $75.4 $3.41M - $4.07M
343K $22M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-111K
- 75.5%
$39.4 - $40.57 $4.36M - $4.49M
35.9K $1.44M
JD
Jd.Com, Inc.

Consumer Cyclical
-58.8K
- 13.83%
$33.35 - $47.1 $1.96M - $2.77M
366K $12.7M
LFUS
Littelfuse Inc

Technology
-1.23K
- 0.9%
$233.99 - $262.18 $287K - $321K
134K $31.7M
EQC
Equity Commonwealth

Real Estate
-206K
- 95.0%
$1.5 - $20.39 $309K - $4.19M
10.8K $19K
LESL
Leslie'S, Inc.

Consumer Cyclical
-1.27M
- 82.24%
$2.06 - $3.51 $2.61M - $4.45M
274K $610K
JNPR
Juniper Networks Inc

Technology
-109K
- 86.72%
$35.08 - $39.26 $3.81M - $4.26M
16.6K $622K
ZTO
Zto Express (Cayman) Inc.

Industrials
-78.5K
- 15.13%
$18.49 - $26.99 $1.45M - $2.12M
441K $8.61M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-69.9K
- 60.14%
$63.19 - $73.31 $4.42M - $5.12M
46.3K $3.18M
SWKS
Skyworks Solutions, Inc.

Technology
-16.9K
- 6.37%
$83.18 - $99.15 $1.4M - $1.67M
248K $22M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-174K
- 24.18%
$23.25 - $23.37 $4.05M - $4.07M
546K $12.7M
LCII
Lci Industries

Consumer Cyclical
-17.8K
- 13.38%
$101.78 - $126.7 $1.82M - $2.26M
115K $11.9M
EIX
Edison International

Utilities
-6.83K
- 1.38%
$77.93 - $88.36 $532K - $603K
487K $38.9M
VDE
Vanguard Energy ETF

ETFs
-29.1K
- 5.73%
$116.67 - $136.78 $3.4M - $3.99M
480K $58.2M
MFC
Manulife Financial Corp

Financial Services
-181K
- 14.5%
$29.21 - $32.87 $5.29M - $5.95M
1.07M $32.8M
NSIT
Insight Enterprises Inc

Technology
-13.1K
- 39.43%
$149.61 - $224.73 $1.96M - $2.94M
20.1K $3.06M
HES
Hess Corp

Energy
-27.2K
- 16.31%
$127.66 - $148.65 $3.47M - $4.04M
139K $18.5M
FDG
American Centy ETF Tr Focused

ETFs
-106K
- 17.08%
$91.61 - $109.13 $9.69M - $11.5M
514K $53.3M
SIG
Signet Jewelers LTD

Consumer Cyclical
-37.5K
- 82.64%
$79.42 - $104.13 $2.98M - $3.9M
7.87K $635K
SJM
J M Smucker CO

Consumer Defensive
-30.7K
- 51.85%
$106.92 - $121.75 $3.28M - $3.74M
28.5K $3.14M
IXJ
Ishares Global Healthcare ETF

ETFs
-12.1K
- 4.93%
$85.65 - $98.34 $1.03M - $1.19M
233K $20M
BC
Brunswick Corp

Consumer Cyclical
-2.75K
- 1.37%
$64.5 - $85.95 $177K - $236K
198K $12.8M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-22.3K
- 2.13%
$28.89 - $33.95 $644K - $757K
1.02M $29.7M
FLGB
Franklin Templeton ETF Tr

ETFs
-120K
- 35.45%
$26.09 - $28.39 $3.14M - $3.41M
219K $5.73M
HSBC
Hsbc Holdings PLC

Financial Services
-105K
- 35.32%
$43.83 - $49.51 $4.62M - $5.22M
193K $9.55M
VALE
Vale S.A.

Basic Materials
-157K
- 17.43%
$8.74 - $11.78 $1.37M - $1.85M
744K $6.6M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-23.7K
- 6.38%
$68.55 - $74.48 $1.62M - $1.76M
348K $24M
BNDC
Flexshares Tr Core Select Bd F

ETFs
-121K
- 10.33%
$21.68 - $22.86 $2.61M - $2.76M
1.05M $22.8M
PRGO
Perrigo CO PLC

Healthcare
-136K
- 26.29%
$24.18 - $28.91 $3.3M - $3.94M
382K $9.83M
PNW
Pinnacle West Capital Corp

Utilities
-37.8K
- 27.94%
$84.03 - $94.52 $3.18M - $3.57M
97.5K $8.27M
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
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