Envestnet Asset Management Inc Sells in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-469K
- 30.52%
$84.33 - $106.39 $39.6M - $49.9M
1.07M $111M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-280K
- 10.49%
$67.03 - $74.61 $18.7M - $20.9M
2.38M $162M
PRU
Prudential Financial Inc

Financial Services
-191K
- 19.32%
$105.04 - $122.33 $20M - $23.3M
797K $89M
LOW
Lowes Companies Inc

Consumer Cyclical
-25.9K
- 1.66%
$222.66 - $268.42 $5.76M - $6.94M
1.53M $357M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-15.3K
- 0.75%
$126.86 - $146.45 $1.95M - $2.25M
2.02M $256M
EQIX
Equinix Inc

Real Estate
-3.35K
- 1.79%
$803.0 - $959.97 $2.69M - $3.21M
184K $150M
SHOP
Shopify Inc.

Technology
-38.6K
- 1.87%
$90.59 - $129.31 $3.5M - $5M
2.02M $193M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-203K
- 5.02%
$59.61 - $66.71 $12.1M - $13.5M
3.84M $232M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13.9K
- 1.71%
$497.6 - $606.74 $6.93M - $8.45M
800K $398M
GPN
Global Payments Inc

Industrials
-177K
- 31.16%
$92.18 - $113.03 $16.3M - $20M
390K $38.2M
ICLR
Icon PLC

Healthcare
-58.2K
- 13.52%
$174.99 - $222.58 $10.2M - $13M
372K $65.1M
VCR
Vanguard Consumer Discretionar

ETFs
-35.8K
- 13.49%
$318.51 - $391.75 $11.4M - $14M
230K $74.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
-21.9K
- 3.23%
$247.97 - $296.33 $5.44M - $6.49M
657K $165M
AOK
Ishares Tr Core Conservative A

ETFs
-630K
- 93.43%
$36.86 - $38.15 $23.2M - $24M
44.3K $1.67M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-241K
- 10.92%
$36.64 - $45.76 $8.81M - $11M
1.96M $73.6M
CAT
Caterpillar Inc

Industrials
-22K
- 4.54%
$326.75 - $407.63 $7.2M - $8.98M
463K $153M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-930K
- 36.5%
$22.83 - $23.75 $21.2M - $22.1M
1.62M $37.3M
GS
Goldman Sachs Group Inc

Financial Services
-24.9K
- 7.24%
$524.81 - $672.19 $13.1M - $16.8M
320K $175M
USMC
Principal ETF U S Mega Cap

ETFs
-158K
- 3.73%
$55.72 - $63.13 $8.79M - $9.96M
4.07M $231M
WDAY
Workday, Inc.

Technology
-17.8K
- 2.39%
$233.53 - $277.82 $4.16M - $4.95M
727K $170M
URTH
Ishares Msci World ETF

ETFs
-139K
- 49.83%
$151.24 - $164.09 $21.1M - $22.9M
140K $21.5M
ILMN
Illumina, Inc.

Healthcare
-34K
- 9.75%
$79.34 - $144.22 $2.7M - $4.91M
315K $25M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-221K
- 7.04%
$94.86 - $97.12 $20.9M - $21.4M
2.91M $278M
FTV
Fortive Corp

Technology
-280K
- 49.91%
$71.82 - $82.98 $20.1M - $23.3M
281K $20.6M
HRL
Hormel Foods Corp

Consumer Defensive
-679K
- 79.94%
$28.29 - $31.52 $19.2M - $21.4M
170K $5.27M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-438K
- 76.25%
$47.6 - $51.91 $20.8M - $22.7M
136K $6.58M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-530K
- 20.55%
$42.4 - $44.11 $22.5M - $23.4M
2.05M $89.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-143K
- 1.89%
$53.6 - $58.97 $7.67M - $8.44M
7.45M $408M
AXP
American Express CO

Financial Services
-6.97K
- 1.02%
$255.39 - $325.87 $1.78M - $2.27M
674K $181M
SRLN
Ssga Active Trust

ETFs
-483K
- 33.71%
$41.02 - $41.99 $19.8M - $20.3M
949K $39M
VLUE
Ishares Msci Usa Value Factor

ETFs
-210K
- 12.4%
$104.89 - $113.56 $22M - $23.9M
1.48M $158M
TFLO
Ishares Treasury Floating Rate

ETFs
-415K
- 15.7%
$50.48 - $50.68 $21M - $21M
2.23M $113M
POOL
Pool Corp

Industrials
-31.8K
- 6.93%
$314.92 - $364.31 $10M - $11.6M
427K $136M
NFLX
Netflix Inc

Communication Services
-50.5K
- 7.74%
$828.4 - $1058.6 $41.8M - $53.4M
601K $561M
BX
Blackstone Inc.

Financial Services
-32.8K
- 6.9%
$136.53 - $186.74 $4.48M - $6.13M
443K $62M
MANH
Manhattan Associates Inc

Technology
-32K
- 21.73%
$163.5 - $295.1 $5.24M - $9.45M
115K $20M
ALC
Alcon Inc

Healthcare
-349K
- 26.38%
$82.73 - $96.8 $28.9M - $33.8M
973K $92.4M
VGSH
Vanguard

ETFs
-366K
- 10.91%
$58.07 - $58.69 $21.3M - $21.5M
2.99M $176M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-723K
- 54.95%
$24.88 - $26.85 $18M - $19.4M
592K $15M
IT
Gartner Inc

Technology
-14.9K
- 7.43%
$418.25 - $548.38 $6.22M - $8.16M
186K $77.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
-60.1K
- 1.43%
$82.81 - $92.93 $4.98M - $5.59M
4.13M $352M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-34.7K
- 6.13%
$161.27 - $192.3 $5.6M - $6.68M
532K $85.8M
IWV
Ishares Russell 3000 ETF

ETFs
-49.1K
- 24.81%
$313.1 - $349.83 $15.4M - $17.2M
149K $47.3M
A
Agilent Technologies, Inc.

Healthcare
-60.3K
- 8.92%
$116.69 - $152.6 $7.04M - $9.21M
616K $72.1M
SKYY
First Trust Cloud Computing Et

ETFs
-144K
- 61.61%
$102.23 - $131.18 $14.7M - $18.8M
89.4K $9.14M
PANW
Palo Alto Networks Inc

Technology
-33.8K
- 3.01%
$167.82 - $208.28 $5.67M - $7.03M
1.09M $186M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-281K
- 52.48%
$47.25 - $67.02 $13.3M - $18.8M
254K $12.1M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-22.6K
- 0.46%
$59.79 - $67.15 $1.35M - $1.52M
4.86M $295M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-427K
- 38.98%
$42.36 - $43.8 $18.1M - $18.7M
668K $29M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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