Envestnet Asset Management Inc Sells in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHH
Choice Hotels International Inc

Consumer Cyclical
-5.85K
- 1.81%
$128.7 - $152.73 $752K - $893K
317K $44.9M
FDMO
Fidelity Covington Tr Momentum

ETFs
-10.6K
- 0.99%
$65.49 - $73.33 $693K - $776K
1.05M $73.4M
VOX
Vanguard Communication Service

ETFs
-28.3K
- 3.59%
$144.31 - $163.57 $4.09M - $4.64M
761K $118M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-8.06K
- 3.93%
$131.85 - $172.52 $1.06M - $1.39M
197K $32.3M
ET
Energy Transfer LP

Energy
-677
- 0.07%
$16.05 - $19.86 $10.9K - $13.4K
914K $17.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5.86K
- 0.22%
$69.3 - $74.3 $406K - $435K
2.66M $190M
FLEX
Flex Ltd.

Technology
-77.5K
- 5.95%
$32.52 - $41.3 $2.52M - $3.2M
1.23M $47.1M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-4.66K
- 0.68%
$83.95 - $99.75 $392K - $465K
682K $60.9M
TTWO
Take Two Interactive Software Inc

Communication Services
-27.4K
- 8.83%
$147.66 - $190.46 $4.05M - $5.22M
283K $52.1M
SRE
Sempra Energy

Utilities
-16.9K
- 1.17%
$80.81 - $94.77 $1.36M - $1.6M
1.43M $125M
TRGP
Targa Resources Corp.

Energy
-56.8K
- 11.74%
$150.58 - $207.69 $8.55M - $11.8M
427K $76.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-313
- 0.12%
$340.59 - $380.5 $107K - $119K
257K $94.1M
WK
Workiva Inc

Technology
-5.21K
- 2.73%
$76.11 - $114.78 $397K - $598K
186K $20.3M
VV
Vanguard Large Cap ETF

ETFs
-11.7K
- 0.89%
$260.27 - $280.65 $3.03M - $3.27M
1.3M $351M
T
At&T Inc.

Communication Services
-178K
- 1.42%
$21.22 - $23.88 $3.79M - $4.26M
12.3M $281M
TPR
Tapestry, Inc.

Consumer Cyclical
-40.4K
- 8.86%
$43.54 - $66.18 $1.76M - $2.67M
415K $27.1M
HLI
Houlihan Lokey, Inc.

Financial Services
-13.7K
- 2.56%
$158.81 - $190.49 $2.17M - $2.6M
519K $90.2M
EMR
Emerson Electric CO

Industrials
-161K
- 9.04%
$108.13 - $134.33 $17.4M - $21.6M
1.62M $201M
OKE
Oneok Inc

Energy
-21.7K
- 2.4%
$92.28 - $117.05 $2M - $2.54M
884K $88.7M
SF
Stifel Financial Corp

Financial Services
-571
- 0.11%
$93.4 - $117.72 $53.3K - $67.2K
514K $54.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
-9.85K
- 1.14%
$241.48 - $274.89 $2.38M - $2.71M
854K $217M
INTU
Intuit Inc

Technology
-1.37K
- 0.14%
$602.01 - $706.25 $826K - $969K
970K $610M
AXP
American Express CO

Financial Services
-40.2K
- 5.58%
$267.35 - $305.57 $10.8M - $12.3M
681K $202M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-68.7K
- 3.26%
$16.43 - $22.77 $1.13M - $1.56M
2.04M $44.9M
IYG
Ishares Tr

ETFs
-20.5K
- 1.4%
$70.24 - $82.34 $1.44M - $1.69M
1.44M $112M
WMB
Williams Companies, Inc.

Energy
-586K
- 12.27%
$46.37 - $59.74 $27.2M - $35M
4.19M $227M
USMC
Principal ETF U S Mega Cap

ETFs
-59.4K
- 1.39%
$56.37 - $61.98 $3.35M - $3.68M
4.23M $254M
PAYC
Paycom Software, Inc.

Technology
-15.8K
- 4.44%
$159.94 - $240.25 $2.53M - $3.8M
340K $69.7M
XLC
Select Sector Spdr Tr Communic

ETFs
-197K
- 4.27%
$89.66 - $102.16 $17.6M - $20.1M
4.41M $427M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-11.9K
- 3.46%
$138.3 - $192.95 $1.64M - $2.29M
331K $58.4M
MCK
Mckesson Corp

Healthcare
-19.7K
- 6.77%
$482.27 - $628.5 $9.52M - $12.4M
272K $155M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-60K
- 4.78%
$127.59 - $153.41 $7.65M - $9.2M
1.2M $172M
ARES
Ares Management Corp

Financial Services
-54.7K
- 5.18%
$153.38 - $183.7 $8.38M - $10M
1M $177M
IWP
Ishares Russell Mid Cap Growth

ETFs
-16.6K
- 1.01%
$116.4 - $138.52 $1.93M - $2.29M
1.62M $205M
ADP
Automatic Data Processing Inc

Industrials
-43.7K
- 2.61%
$280.08 - $307.97 $12.2M - $13.4M
1.63M $477M
USB
Us Bancorp \De\

Financial Services
-37K
- 0.46%
$43.98 - $53.66 $1.63M - $1.99M
8.1M $387M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5.02K
- 8.66%
$4100.99 - $5300.34 $20.6M - $26.6M
53K $263M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.06K
- 0.3%
$275.15 - $388.2 $292K - $412K
351K $120M
AMP
Ameriprise Financial Inc

Financial Services
-40.2K
- 5.75%
$473.15 - $574.01 $19M - $23.1M
658K $351M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15.8K
- 0.57%
$567.81 - $607.81 $8.95M - $9.58M
2.73M $1.6B
RJF
Raymond James Financial Inc

Financial Services
-53.9K
- 4.81%
$123.0 - $170.1 $6.63M - $9.16M
1.07M $166M
DFS
Discover Financial Services

Financial Services
-15.5K
- 1.31%
$136.3 - $182.67 $2.11M - $2.83M
1.17M $202M
WMT
Walmart Inc.

Consumer Defensive
-238K
- 3.77%
$79.1 - $95.7 $18.8M - $22.8M
6.07M $549M
NOW
Service Now, Inc.

Technology
-58.7K
- 9.05%
$867.18 - $1148.42 $50.9M - $67.5M
590K $626M
MS
Morgan Stanley

Financial Services
-46.3K
- 1.83%
$104.42 - $134.99 $4.83M - $6.24M
2.48M $312M
SHOP
Shopify Inc.

Technology
-21K
- 1.01%
$78.14 - $119.49 $1.64M - $2.51M
2.06M $219M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.16M
- 1.75%
$49.03 - $53.35 $56.7M - $61.7M
65M $3.33B
MRVL
Marvell Technology, Inc.

Technology
-26.2K
- 1.39%
$70.31 - $124.78 $1.84M - $3.27M
1.86M $205M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-88K
- 2.27%
$172.07 - $207.36 $15.1M - $18.2M
3.78M $746M
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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