Abound Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Abound Wealth Management’s Portfolio ENV Stock Details ENV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3	Closed	-$188	–	1362
2024 Q3	$188	Buy	+3	New	+$187	﹤0.01%	1204

Other funds holding ENV

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Abound Wealth Management's ENV Position: Q4 2024 in Review

Abound Wealth Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3 shares — an estimated $188 sold.

Abound Wealth Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $188 in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Abound Wealth Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Abound Wealth Management sold 3 ENVESTNET, INC. shares in Q4 2024, an estimated $188.
Abound Wealth Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Abound Wealth Management's ENVESTNET, INC. position peaked at $188 in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.