Allworth Financial’s ENVESTNET, INC. ENV Stock Holding History

Allworth Financial’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	-9	Closed	-$564	–	4103
2024 Q3	$564	Hold	9	–	–	﹤0.01%	3390
2024 Q2	$555	Hold	9	–	–	﹤0.01%	3343
2024 Q1	$522	Hold	9	–	–	﹤0.01%	3282
2023 Q4	$446	Buy	9 +2	+29%	+$82	﹤0.01%	3159
2023 Q3	$309	Buy	+7	New	+$384	﹤0.01%	3161
2020 Q2	–	Sell	-141	Closed	-$8K	–	1464
2020 Q1	$8K	Buy	141 +137	+3,425%	+$9.82K	﹤0.01%	774
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1157
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1062
2019 Q2	$0	Hold	4	–	–	﹤0.01%	1085
2019 Q1	$0	Buy	+4	New	+$230	﹤0.01%	1075

Other funds holding ENV

SIS

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

Allworth Financial's ENV Position: Q4 2024 in Review

Allworth Financial sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 9 shares — an estimated $564 sold.

Allworth Financial first reported a position in ENV in Q1 2019 and held it in 10 quarters. The position peaked at $8K in Q1 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Allworth Financial reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Allworth Financial sold 9 ENVESTNET, INC. shares in Q4 2024, an estimated $564.
Allworth Financial first reported a position in ENVESTNET, INC. in Q1 2019 and held it in 10 quarters.
Allworth Financial's ENVESTNET, INC. position peaked at $8K in Q1 2020.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.