Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HEI
Heico Corp

Industrials
-1.01K
- 11.22%
$220.59 - $267.96 $224K - $272K
8.02K $2.1M
SUI
Sun Communities Inc

Real Estate
-30
- 0.54%
$117.46 - $147.6 $3.52K - $4.43K
5.54K $748K
PAYC
Paycom Software, Inc.

Technology
-249
- 4.85%
$140.16 - $173.86 $34.9K - $43.3K
4.89K $814K
VIRT
Virtu Financial, Inc.

Financial Services
-144
- 1.32%
$21.68 - $32.43 $3.12K - $4.67K
10.8K $328K
SKY
Skyline Champion Corp

Consumer Cyclical
-14
- 0.45%
$65.6 - $95.65 $918 - $1.34K
3.1K $293K
INGR
Ingredion Inc

Consumer Defensive
-96
- 2.24%
$111.98 - $137.59 $10.8K - $13.2K
4.18K $574K
KEY
Keycorp

Financial Services
-3.93K
- 6.7%
$13.95 - $17.34 $54.8K - $68.1K
54.7K $916K
LUMN
Lumen Technologies, Inc.

Communication Services
-17.8K
- 49.7%
$1.03 - $7.28 $18.3K - $130K
18K $127K
MGC
Vanguard Mega Cap ETF

ETFs
-537
- 2.52%
$185.93 - $206.64 $99.8K - $111K
20.8K $4.3M
TSCO
Tractor Supply CO

Consumer Cyclical
-104
- 1.82%
$251.95 - $290.93 $26.2K - $30.3K
5.63K $1.64M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-294
- 3.58%
$138.85 - $182.81 $40.8K - $53.7K
7.92K $1.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-789
- 1.74%
$285.48 - $330.24 $225K - $261K
44.5K $14.3M
EVR
Evercore Inc.

Financial Services
-12
- 0.52%
$211.0 - $258.67 $2.53K - $3.1K
2.29K $579K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.14K
- 2.06%
$84.81 - $93.54 $96.3K - $106K
54K $4.96M
FTA
First Tr Large Cap Value

ETFs
-1.57K
- 3.72%
$72.76 - $79.13 $114K - $124K
40.6K $3.21M
IAU
Ishares Gold Trust

ETFs
-1K
- 3.57%
$44.06 - $50.5 $44.1K - $50.6K
27K $1.34M
PHG
Koninklijke Philips Nv

Healthcare
-2.62K
- 9.88%
$25.08 - $32.73 $65.7K - $85.8K
23.9K $781K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.1K
- 4.62%
$59.93 - $66.52 $546K - $606K
188K $12.5M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
-2.85K
- 4.4%
$46.25 - $50.82 $132K - $145K
62K $3.15M
HAS
Hasbro, Inc.

Consumer Cyclical
-696
- 5.85%
$56.54 - $72.32 $39.4K - $50.3K
11.2K $810K
TFC
Truist Financial Corp

Financial Services
-6.71K
- 6.51%
$38.22 - $44.94 $256K - $302K
96.4K $4.12M
CIEN
Ciena Corp

Technology
-384
- 3.68%
$45.77 - $62.46 $17.6K - $24K
10.1K $619K
TYL
Tyler Technologies Inc

Technology
-597
- 10.35%
$499.52 - $595.46 $298K - $355K
5.17K $3.02M
MSCI
Msci Inc.

Financial Services
-655
- 13.21%
$479.31 - $584.91 $314K - $383K
4.3K $2.51M
LNTH
Lantheus Holdings, Inc.

Healthcare
-254
- 4.92%
$77.7 - $123.62 $19.7K - $31.4K
4.91K $539K
L
Loews Corp

Financial Services
-163
- 0.5%
$73.76 - $81.96 $12K - $13.4K
32.4K $2.56M
LAMR
Lamar Advertising CO

Real Estate
-46
- 0.48%
$110.9 - $135.58 $5.1K - $6.24K
9.58K $1.28M
ARGX
Argenx Se

Healthcare
-55
- 3.79%
$434.22 - $551.9 $23.9K - $30.4K
1.4K $758K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-515
- 2.41%
$77.23 - $87.97 $39.8K - $45.3K
20.8K $1.81M
BK
Bank Of New York Mellon Corp

Financial Services
-7.82K
- 13.29%
$59.54 - $72.17 $466K - $564K
51K $3.67M
FID
First Tr Exchange Trded Fd Vi

ETFs
-376
- 0.46%
$15.76 - $17.74 $5.93K - $6.67K
81.7K $1.44M
EXP
Eagle Materials Inc

Basic Materials
-82
- 3.42%
$212.39 - $292.18 $17.4K - $24K
2.32K $666K
DRI
Darden Restaurants Inc

Consumer Cyclical
-2.42K
- 5.71%
$138.06 - $172.74 $334K - $417K
39.9K $6.54M
VST
Vistra Corp.

Utilities
-363
- 6.19%
$69.0 - $119.06 $25K - $43.2K
5.5K $652K
ENSG
Ensign Group, Inc

Healthcare
-124
- 1.45%
$124.14 - $153.65 $15.4K - $19.1K
8.44K $1.21M
CPNG
Coupang, Inc.

Consumer Cyclical
-1.51K
- 2.8%
$19.79 - $24.92 $29.9K - $37.6K
52.4K $1.29M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-5.81K
- 3.9%
$31.15 - $35.67 $181K - $207K
143K $5.03M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-17
- 0.13%
$201.82 - $234.36 $3.43K - $3.98K
13.3K $3.05M
HBAN
Huntington Bancshares Inc

Financial Services
-13K
- 5.65%
$12.84 - $15.15 $167K - $197K
218K $3.2M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-574
- 8.58%
$115.7 - $167.81 $66.4K - $96.3K
6.11K $1.02M
FIX
Comfort Systems Usa Inc

Industrials
-8
- 0.42%
$292.14 - $396.82 $2.34K - $3.17K
1.9K $742K
OMC
Omnicom Group Inc.

Communication Services
-160
- 1.2%
$87.69 - $103.9 $14K - $16.6K
13.1K $1.36M
AZEK
Azek CO Inc.

Industrials
-376
- 0.96%
$36.81 - $46.9 $13.8K - $17.6K
38.8K $1.81M
SBAC
Sba Communications Corp

Real Estate
-106
- 2.46%
$189.0 - $245.01 $20K - $26K
4.2K $1.01M
BRO
Brown & Brown, Inc.

Financial Services
-787
- 4.51%
$89.11 - $105.82 $70.1K - $83.3K
16.7K $1.73M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-2.16K
- 4.06%
$62.57 - $70.53 $135K - $152K
51K $3.54M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-7.95K
- 4.58%
$51.29 - $56.57 $408K - $450K
166K $9.37M
VBK
Vanguard Small Cap Growth ETF

ETFs
-298
- 1.98%
$240.48 - $267.94 $71.7K - $79.8K
14.7K $3.94M
AMT
American Tower Corp

Real Estate
-12.7K
- 15.42%
$192.27 - $242.73 $2.44M - $3.08M
69.5K $16.2M
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
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