Algert Global’s ENVESTNET, INC. ENV Stock Holding History

Algert Global’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	-23,071	Closed	-$1.45M	–	1380
2024 Q3	$1.45M	Buy	23,071 +18,917	+455%	+$1.18M	0.04%	667
2024 Q2	$260K	Buy	+4,154	New	+$261K	0.01%	1178

Other funds holding ENV

SIS

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

Algert Global's ENV Position: Q4 2024 in Review

Algert Global sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 23,071 shares — an estimated $1.45M sold.

Algert Global first reported a position in ENV in Q2 2024 and held it in 2 quarters. The position peaked at $1.45M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Algert Global reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Algert Global sold 23,071 ENVESTNET, INC. shares in Q4 2024, an estimated $1.45M.
Algert Global first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 2 quarters.
Algert Global's ENVESTNET, INC. position peaked at $1.45M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Algert Global's 13F filing for Q4 2024, filed 14 Feb 2025.