Alley Investment Management Company’s ENVESTNET, INC. ENV Stock Holding History

Alley Investment Management Company’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	-12,000	Closed	-$751K	–	86
2024 Q3	$751K	Hold	12,000	–	–	0.1%	69
2024 Q2	$751K	Hold	12,000	–	–	0.1%	68
2024 Q1	$695K	Hold	12,000	–	–	0.1%	68
2023 Q4	$594K	Hold	12,000	–	–	0.09%	72
2023 Q3	$528K	Hold	12,000	–	–	0.09%	69
2023 Q2	$712K	Hold	12,000	–	–	0.11%	70
2023 Q1	$704K	Hold	12,000	–	–	0.12%	68
2022 Q4	$740K	Hold	12,000	–	–	0.13%	68
2022 Q3	$533K	Hold	12,000	–	–	0.11%	68
2022 Q2	$633K	Sell	12,000 -386	-3%	-$26.4K	0.12%	66
2022 Q1	$922K	Buy	+12,386	New	+$907K	0.15%	64

Other funds holding ENV

SIS

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

Alley Investment Management Company's ENV Position: Q4 2024 in Review

Alley Investment Management Company sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 12,000 shares — an estimated $751K sold.

Alley Investment Management Company first reported a position in ENV in Q1 2022 and held it in 11 quarters. The position peaked at $922K in Q1 2022. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Alley Investment Management Company reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Alley Investment Management Company sold 12,000 ENVESTNET, INC. shares in Q4 2024, an estimated $751K.
Alley Investment Management Company first reported a position in ENVESTNET, INC. in Q1 2022 and held it in 11 quarters.
Alley Investment Management Company's ENVESTNET, INC. position peaked at $922K in Q1 2022.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Alley Investment Management Company's 13F filing for Q4 2024, filed 6 Feb 2025.