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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
XDCFXBny Mellon Alcentra Global C
Recent Activity
Exited
0%
$1.766M
199,559 shares@ $8.85 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$1.703M
76,869 shares@ $22.16 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$1.552M
579,274 shares@ $2.68 avg price
AOKIshares Tr
Recent Activity
Exited
0%
$1.404M
38,031 shares@ $36.93 avg price
SIXSix Flags Entmt Corp New
Recent Activity
Exited
0%
$1.395M
42,080 shares@ $33.14 avg price
OLOOlo Inc
Recent Activity
Exited
0%
$1.321M
298,784 shares@ $4.42 avg price
FBOTFidelity Covington Trust
Recent Activity
Exited
0%
$1.216M
45,890 shares@ $26.51 avg price
MARAMarathon Digital Holdings In
Recent Activity
Exited
0%
$1.188M
59,839 shares@ $19.85 avg price
PCRXPacira Biosciences Inc
Recent Activity
Exited
0%
$1.179M
41,216 shares@ $28.62 avg price
BILZPimco Etf Tr
Recent Activity
Exited
0%
$1.138M
11,259 shares@ $101.11 avg price