Envestnet Asset Management Inc Sells in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BP
Bp PLC

Energy
-131K
- 6.29%
$30.78 - $37.05 $4.02M - $4.84M
1.95M $61.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-35.8K
- 23.94%
$233.4 - $302.36 $8.37M - $10.8M
114K $30.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-236K
- 9.76%
$97.81 - $108.79 $23.1M - $25.7M
2.18M $238M
HAL
Halliburton CO

Energy
-340K
- 46.13%
$27.81 - $36.44 $9.46M - $12.4M
397K $11.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-618K
- 14.65%
$20.69 - $21.17 $12.8M - $13.1M
3.6M $75.7M
HON
Honeywell International Inc

Industrials
-28.4K
- 2.68%
$196.73 - $220.21 $5.59M - $6.25M
1.03M $213M
ORI
Old Republic International Corp

Financial Services
-450K
- 66.92%
$29.89 - $35.9 $13.4M - $16.2M
222K $7.88M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-531K
- 57.54%
$25.59 - $27.67 $13.6M - $14.7M
392K $10.8M
NEAR
Blackrock Short Maturity Bond

ETFs
-257K
- 39.57%
$50.09 - $51.31 $12.9M - $13.2M
393K $20.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-139K
- 19.68%
$85.84 - $85.84 $11.9M - $11.9M
567K $48.7M
FIVE
Five Below, Inc

Consumer Cyclical
-85.1K
- 39.37%
$64.97 - $108.47 $5.53M - $9.23M
131K $11.6M
EFG
Msci Eafe Growth ETF

ETFs
-1.43M
- 5.39%
$96.84 - $108.77 $139M - $156M
25.2M $2.71B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-174K
- 14.52%
$112.99 - $126.45 $19.7M - $22.1M
1.03M $129M
BX
Blackstone Inc.

Financial Services
-203K
- 30.5%
$120.77 - $159.66 $24.5M - $32.4M
463K $70.8M
CASY
Caseys General Stores Inc

Consumer Cyclical
-23.6K
- 5.15%
$354.52 - $391.16 $8.36M - $9.22M
434K $163M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-351K
- 97.56%
$32.51 - $36.26 $11.4M - $12.7M
8.77K $285K
VONG
Vanguard Russell 1000 Growth E

ETFs
-227K
- 5.9%
$85.48 - $98.39 $19.4M - $22.4M
3.62M $350M
DE
Deere & CO

Industrials
-59.2K
- 19.52%
$344.84 - $418.0 $20.4M - $24.8M
244K $102M
C
Citigroup Inc

Financial Services
-137K
- 4.18%
$56.11 - $67.61 $7.7M - $9.27M
3.14M $197M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-174K
- 58.68%
$65.06 - $71.72 $11.3M - $12.5M
123K $8.72M
SRCL
Stericycle Inc

Industrials
-192K
- 86.02%
$57.95 - $61.72 $11.1M - $11.8M
31.1K $1.9M
BIIB
Biogen Inc.

Healthcare
-17.1K
- 8.62%
$189.07 - $236.8 $3.24M - $4.06M
182K $35.2M
LITE
Lumentum Holdings Inc.

Technology
-214K
- 95.49%
$40.28 - $64.74 $8.6M - $13.8M
10.1K $638K
FEMB
First Tr ETF Emerging Markets

ETFs
-401K
- 75.24%
$26.93 - $29.14 $10.8M - $11.7M
132K $3.82M
XYL
Xylem Inc.

Industrials
-76K
- 20.75%
$126.14 - $141.53 $9.58M - $10.8M
290K $39.2M
PAYX
Paychex Inc

Industrials
-383K
- 14.6%
$116.17 - $135.19 $44.5M - $51.8M
2.24M $301M
MLPA
Global X Mlp ETF

ETFs
-208K
- 32.54%
$45.78 - $49.84 $9.51M - $10.4M
431K $20.7M
IBN
Icici Bank LTD

Financial Services
-475K
- 12.61%
$27.58 - $31.38 $13.1M - $14.9M
3.3M $98.4M
GM
General Motors CO

Consumer Cyclical
-148K
- 6.65%
$39.95 - $49.9 $5.9M - $7.37M
2.07M $93M
MBLY
Mobileye Global Inc.
-326K
- 82.52%
$10.57 - $27.89 $3.44M - $9.09M
69K $945K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-261K
- 70.44%
$37.82 - $40.43 $9.89M - $10.6M
110K $4.43M
DFAT
Dimensional ETF Tr U S Target

ETFs
-340K
- 14.17%
$51.0 - $57.07 $17.3M - $19.4M
2.06M $114M
PGNY
Progyny, Inc.

Healthcare
-207K
- 38.53%
$16.46 - $30.0 $3.4M - $6.2M
330K $5.52M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-231K
- 37.1%
$37.45 - $44.25 $8.66M - $10.2M
392K $16.8M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-606K
- 79.53%
$16.15 - $18.27 $9.79M - $11.1M
156K $2.79M
CRL
Charles River Laboratories International, Inc.

Healthcare
-33.6K
- 10.52%
$187.96 - $245.29 $6.31M - $8.24M
286K $56.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-192K
- 2.47%
$178.94 - $207.0 $34.3M - $39.7M
7.57M $1.52B
MEDP
Medpace Holdings, Inc.

Healthcare
-4.17K
- 4.05%
$320.58 - $457.29 $1.34M - $1.91M
98.9K $33M
K
Kellogg CO

Consumer Defensive
-176K
- 83.62%
$56.19 - $80.81 $9.92M - $14.3M
34.6K $2.79M
NUE
Nucor Corp

Basic Materials
-45.9K
- 14.46%
$137.77 - $166.14 $6.32M - $7.62M
271K $40.8M
D
Dominion Energy, Inc

Utilities
-395K
- 25.5%
$48.01 - $58.53 $19M - $23.1M
1.15M $66.7M
CTRA
Coterra Energy Inc.

Energy
-114K
- 4.91%
$22.62 - $27.37 $2.59M - $3.13M
2.22M $53.1M
PEAK
Healthpeak Properties, Inc.

Real Estate
-478K
- 16.05%
N/A
2.5M $47.4M
OXY
Occidental Petroleum Corp

Energy
-17.3K
- 2.44%
$49.91 - $63.73 $861K - $1.1M
691K $35.6M
AZTA
Azenta, Inc.

Healthcare
-140K
- 27.29%
$45.84 - $62.29 $6.42M - $8.73M
373K $18.1M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-233K
- 81.12%
$37.43 - $39.97 $8.72M - $9.31M
54.2K $2.17M
TD
Toronto Dominion Bank

Financial Services
-175K
- 66.34%
$54.54 - $64.56 $9.54M - $11.3M
88.8K $5.62M
BL
Blackline, Inc.

Technology
-198K
- 60.75%
$43.75 - $55.15 $8.66M - $10.9M
128K $7.05M
PDD
Pinduoduo Inc.

Consumer Cyclical
-65.9K
- 64.61%
$89.17 - $151.11 $5.88M - $9.96M
36.1K $4.87M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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