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
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-69.9K
- 2.02%
$32.74 - $36.2 $2.29M - $2.53M
3.39M $118M
HLN
Haleon PLC

Healthcare
-250K
- 3.28%
$9.02 - $10.67 $2.25M - $2.67M
7.38M $75.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.92M
- 6.53%
$25.54 - $28.79 $49.1M - $55.4M
27.5M $765M
VNQ
Vanguard Specialized Funds Van

ETFs
-8.73K
- 0.32%
$85.55 - $94.34 $747K - $824K
2.69M $244M
SGOL
Abrdn Gold ETF Trust

ETFs
-65K
- 6.04%
$25.14 - $29.82 $1.63M - $1.94M
1.01M $30.1M
FCFS
First Cash Holdings, Inc.

Financial Services
-449
- 0.22%
$102.59 - $120.32 $46.1K - $54K
201K $24.2M
SHW
Sherwin Williams CO

Basic Materials
-19.2K
- 1.77%
$330.16 - $365.55 $6.33M - $7.01M
1.06M $371M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-85.4K
- 4.56%
$75.32 - $84.77 $6.43M - $7.24M
1.78M $146M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-21.4K
- 4.11%
$73.71 - $87.55 $1.58M - $1.88M
500K $43.5M
OUNZ
Van Eck Merk Gold Trust

ETFs
-8.28K
- 1.0%
$25.41 - $30.14 $210K - $250K
822K $24.8M
PHYS
Sprott Physical Gold Trust

Financial Services
-131K
- 7.21%
$20.25 - $24.06 $2.65M - $3.15M
1.68M $40.5M
MGV
Vanguard Mega Cap Value

ETFs
-11.8K
- 0.84%
$123.61 - $133.01 $1.46M - $1.57M
1.39M $179M
GILD
Gilead Sciences, Inc.

Healthcare
-336K
- 15.67%
$89.14 - $117.41 $30M - $39.5M
1.81M $203M
ING
Ing Groep Nv

Financial Services
-159K
- 7.89%
$15.51 - $20.74 $2.47M - $3.31M
1.86M $36.4M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.32M
- 5.5%
$25.1 - $27.85 $33.1M - $36.7M
22.6M $609M
RELX
Relx PLC

Communication Services
-78.8K
- 4.15%
$45.34 - $51.91 $3.57M - $4.09M
1.82M $91.8M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-918K
- 19.72%
$9.49 - $14.83 $8.71M - $13.6M
3.74M $50.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-43.1K
- 5.74%
$34.58 - $45.97 $1.49M - $1.98M
708K $32.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-4.2K
- 0.66%
$46.15 - $63.53 $194K - $267K
635K $39.1M
TDG
Trans Digm Group Inc

Industrials
-1.02K
- 1.37%
$1251.32 - $1394.11 $1.28M - $1.42M
73.6K $102M
STE
Steris PLC

Healthcare
-6.19K
- 1.33%
$202.46 - $232.74 $1.25M - $1.44M
460K $104M
WCN
Waste Connections, Inc.

Industrials
-11.1K
- 2.38%
$169.89 - $195.19 $1.89M - $2.17M
456K $89M
ROL
Rollins Inc

Consumer Cyclical
-8.09K
- 0.66%
$45.65 - $54.03 $369K - $437K
1.22M $65.9M
COP
Conocophillips

Energy
-56.2K
- 2.11%
$88.6 - $105.85 $4.98M - $5.95M
2.61M $274M
SONY
Sony Group Corp

Technology
-800K
- 11.2%
$19.88 - $25.64 $15.9M - $20.5M
6.34M $161M
VEEV
Veeva Systems Inc

Healthcare
-3.56K
- 0.66%
$210.58 - $246.8 $749K - $878K
535K $124M
CSGP
Costar Group, Inc.

Real Estate
-26.6K
- 1.47%
$69.29 - $80.37 $1.84M - $2.13M
1.79M $141M
CASY
Caseys General Stores Inc

Consumer Cyclical
-7.78K
- 1.86%
$378.71 - $442.54 $2.95M - $3.44M
411K $179M
RING
Ishares Inc Msci Global Gold M

ETFs
-124K
- 7.28%
$28.64 - $38.36 $3.55M - $4.76M
1.58M $60.6M
TRV
Travelers Companies, Inc.

Financial Services
-11K
- 1.58%
$232.43 - $265.13 $2.55M - $2.91M
684K $181M
CTRA
Coterra Energy Inc.

Energy
-85.5K
- 1.77%
$25.51 - $29.83 $2.18M - $2.55M
4.73M $137M
CTAS
Cintas Corp

Industrials
-9.58K
- 1.28%
$182.09 - $208.14 $1.74M - $1.99M
739K $152M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-11K
- 1.61%
$88.0 - $115.5 $965K - $1.27M
671K $76.6M
SHEL
Shell PLC

Energy
-51.1K
- 2.5%
$62.84 - $73.29 $3.21M - $3.74M
1.99M $146M
MNST
Monster Beverage Corp

Consumer Defensive
-6.88K
- 0.22%
$46.16 - $58.58 $318K - $403K
3.13M $183M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-104K
- 0.51%
$71.17 - $73.66 $7.41M - $7.66M
20.3M $1.49B
ICE
Intercontinental Exchange, Inc.

Financial Services
-11.9K
- 1.04%
$142.8 - $176.36 $1.69M - $2.09M
1.12M $194M
SE
Sea LTD

Consumer Cyclical
-16.6K
- 1.36%
$104.87 - $146.31 $1.75M - $2.44M
1.2M $157M
MA
Mastercard Inc

Financial Services
-27.1K
- 1.32%
$504.67 - $576.31 $13.7M - $15.6M
2.02M $1.11B
SPOT
Spotify Technology S.A.

Communication Services
-63.6K
- 9.99%
$457.79 - $648.32 $29.1M - $41.2M
573K $315M
IBM
International Business Machines Corp

Technology
-22K
- 1.62%
$217.4 - $264.74 $4.78M - $5.82M
1.34M $333M
JPM
Jpmorgan Chase & CO

Financial Services
-5.66K
- 0.08%
$225.19 - $279.95 $1.27M - $1.58M
7.08M $1.74B
RTX
Raytheon Technologies Corp

Industrials
-134K
- 3.93%
$114.1 - $135.66 $15.3M - $18.1M
3.27M $433M
GE
General Electric CO

Industrials
-13.3K
- 1.04%
$168.59 - $212.13 $2.24M - $2.82M
1.26M $253M
TMUS
T Mobile Us, Inc.

Communication Services
-11K
- 1.02%
$211.3 - $272.83 $2.32M - $3M
1.06M $283M
DFIV
Dimensional ETF Tr

ETFs
-434K
- 2.12%
$35.33 - $40.77 $15.3M - $17.7M
20M $788M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-57.3K
- 4.47%
$442.66 - $534.52 $25.4M - $30.6M
1.23M $653M
AJG
Arthur J. Gallagher & Co.

Financial Services
-52.1K
- 3.52%
$275.89 - $345.24 $14.4M - $18M
1.43M $492M
PGR
Progressive Corp

Financial Services
-10.3K
- 0.58%
$235.61 - $291.22 $2.42M - $3M
1.78M $503M
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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