Envestnet Asset Management Inc Portfolio Holdings
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
Envestnet Asset Management Inc has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $263 Billion distributed in 4170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15.6B, Ishares Core Total Usd Bond Ma with a value of $6.13B, Vanguard Index Fds S&P 500 ETF with a value of $5.95B, Vanguard Ftse Developed Market with a value of $4.75B, and Ishares Msci Usa Quality Facto with a value of $4.44B.
Examining the 13F form we can see an increase of $24.2B in the current position value, from $239B to 263B.
Below you can find more details about Envestnet Asset Management Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 4,170
- Current Value $263 Billion
- Prior Value $239 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 301 stocks
- Additional Purchases 2,315 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,520 stocks