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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
CSRCenterspace
Recent Activity
Exited
0%
$741,436
10,963 shares@ $67.64 avg price
TNKTeekay Tankers Ltd
Recent Activity
Exited
0%
$723,681
10,517 shares@ $68.82 avg price
WBWeibo Corp
Recent Activity
Exited
0%
$718,463
93,550 shares@ $7.68 avg price
INDVIndivior Plc
Recent Activity
Exited
0%
$672,123
41,695 shares@ $16.12 avg price
SUZSuzano S A
Recent Activity
Exited
0%
$666,162
64,865 shares@ $10.27 avg price
NVRONevro Corp
Recent Activity
Exited
0%
$629,488
74,761 shares@ $8.43 avg price
LZLegalzoom Com Inc
Recent Activity
Exited
0%
$593,777
70,772 shares@ $8.39 avg price
RAYJAdvisors Inner Circle Fd Iii
Recent Activity
Exited
0%
$591,826
23,692 shares@ $24.98 avg price
PALCPacer Fds Tr
Recent Activity
Exited
0%
$551,187
11,332 shares@ $48.64 avg price
MGFMfs Govt Mkts Income Tr
Recent Activity
Exited
0%
$541,904
176,516 shares@ $3.07 avg price