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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
OPPRivernorth Doubleline Strate
Recent Activity
Exited
0%
$1.075M
124,257 shares@ $8.65 avg price
BASECouchbase Inc
Recent Activity
Exited
0%
$938,947
51,421 shares@ $18.26 avg price
IMAYInnovator Etfs Trust
Recent Activity
Exited
0%
$909,707
35,762 shares@ $25.44 avg price
STRSitio Royalties Corp
Recent Activity
Exited
0%
$880,906
37,311 shares@ $23.61 avg price
LNWLight & Wonder Inc
Recent Activity
Exited
0%
$878,370
8,375 shares@ $104.88 avg price
CHUYChuys Hldgs Inc
Recent Activity
Exited
0%
$875,474
33,776 shares@ $25.93 avg price
XFIVBondbloxx Etf Trust
Recent Activity
Exited
0%
$809,417
16,782 shares@ $48.24 avg price
FDIGFidelity Covington Trust
Recent Activity
Exited
0%
$808,426
27,395 shares@ $29.51 avg price
ARDCAres Dynamic Cr Allocation F
Recent Activity
Exited
0%
$789,205
53,002 shares@ $14.9 avg price
TKTeekay Corporation
Recent Activity
Exited
0%
$772,461
86,116 shares@ $8.98 avg price