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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
SMRTSmartrent Inc
Recent Activity
Exited
0%
$537,399
224,853 shares@ $2.4 avg price
OCSLOaktree Specialty Lending Co
Recent Activity
Exited
0%
$521,018
27,699 shares@ $18.81 avg price
DRQDril-quip Inc
Recent Activity
Exited
0%
$517,508
27,823 shares@ $18.61 avg price
FTIFFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$514,706
22,633 shares@ $22.75 avg price
EWCZEuropean Wax Ctr Inc
Recent Activity
Exited
0%
$494,931
49,842 shares@ $9.93 avg price
ROROTidal Etf Tr
Recent Activity
Exited
0%
$493,765
28,620 shares@ $17.26 avg price
BCATBlackrock Cap Allocation Ter
Recent Activity
Exited
0%
$474,682
28,926 shares@ $16.42 avg price
FTSDFranklin Etf Tr
Recent Activity
Exited
0%
$453,570
5,036 shares@ $90.07 avg price
BOWBowhead Specialty Hldgs Inc
Recent Activity
Exited
0%
$435,797
17,198 shares@ $25.34 avg price
EYPTEyepoint Pharmaceuticals Inc
Recent Activity
Exited
0%
$428,919
49,301 shares@ $8.71 avg price