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Sean P. Skuja

@Envestnet Asset Management Inc

Latest period2024 - Q3ReportedManaged Assets$309.815BTotal holdings4216
Assets growth rate7.94%Assets growth rate (2-Q avg)7.55%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Asset Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4216 positions.

Assets under management

The assets under management (AUM) of Envestnet Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 309.815B in assets, with a quarterly growth rate of 7.94% and a 2-quarter average growth rate of 7.55%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$3.689M
284,180 shares@ $12.99 avg price
XOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$3.514M
105,275 shares@ $33.39 avg price
WOLFWolfspeed Inc
Recent Activity
Exited
0%
$3.29M
144,544 shares@ $22.76 avg price
XNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$2.598M
78,590 shares@ $33.06 avg price
OCCIOfs Credit Company Inc
Recent Activity
Exited
0%
$2.564M
355,885 shares@ $7.21 avg price
MBIMbia Inc
Recent Activity
Exited
0%
$2.366M
430,963 shares@ $5.5 avg price
ATRIAtrion Corp
Recent Activity
Exited
0%
$2.256M
4,986 shares@ $452.42 avg price
0250⤦American Centy Etf Tr
Recent Activity
Exited
0%
$2.095M
54,791 shares@ $38.25 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$1.97M
39,200 shares@ $50.27 avg price
MAXMediaalpha Inc
Recent Activity
Exited
0%
$1.829M
138,872 shares@ $13.17 avg price