Fairman Group »

Envestnet shares owned by Fairman Group

Quarter-by-quarter ownership of Envestnet (ENV) shares owned by Fairman Group from 13F filings

Historical chart of Fairman Group investment in Envestnet

Tip: Access up to 7 years of quarterly data

All positions including Envestnet held by Fairman Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Envestnet by Fairman Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $753 13 57.92
2023-12-31 $644 13 49.54

More positions owned by Fairman Group

Accenture Plc Ireland Shs Class A (ACN)
Ishares Tr Core S&p500 Etf (IVV)
Accolade (ACCD)
Essent (ESNT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
W.R. Berkley Corporation (WRB)
Veeva Sys Cl A Com (VEEV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Fairman Group

Top funds holding Envestnet

Vanguard Group
Impactive Capital
Jpmorgan Chase & Co
Van Berkom & Associates
Hsbc Holdings
Brown Advisory Holdings Incorporated
Earnest Partners
Henderson Group
ClearBridge Advisors
Geneva Capital Management
Dimensional Fund Advisors
Fisher Investments
Bank of America Corporation
Bank Of Montreal
Royal Bank of Canada

View all funds holding Envestnet