Arax Advisory Partners’s ENVESTNET, INC. ENV Stock Holding History

Arax Advisory Partners’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	-109	Closed	-$6.83K	–	2827
2024 Q3	$6.83K	Hold	109	–	–	﹤0.01%	1573
2024 Q2	$6.82K	Buy	+109	New	+$6.86K	﹤0.01%	1444
2022 Q2	–	Sell	-55	Closed	-$4K	–	1273
2022 Q1	$4K	Buy	+55	New	+$4.03K	﹤0.01%	858
2021 Q3	–	Sell	-984	Closed	-$75K	–	1099
2021 Q2	$75K	Buy	+984	New	+$72.4K	0.01%	403
2020 Q4	$85K	Buy	1,036 +15	+1%	+$1.21K	0.01%	320
2020 Q3	$79K	Buy	1,021 +53	+5%	+$4.23K	0.01%	301
2020 Q2	$71K	Buy	968 +218	+29%	+$14.2K	0.01%	306
2020 Q1	$40K	Sell	750 -205	-21%	-$14.7K	0.01%	378
2019 Q4	$66K	Sell	955 -260	-21%	-$16.9K	0.02%	298
2019 Q3	$69K	Hold	1,215	–	–	0.02%	285
2019 Q2	$83K	Buy	+1,215	New	+$83.4K	0.03%	261
2018 Q4	$13K	Hold	260	–	–	0.01%	417
2018 Q3	$16K	Buy	+260	New	+$15.7K	0.01%	436

Other funds holding ENV

SIS

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

Arax Advisory Partners's ENV Position: Q4 2024 in Review

Arax Advisory Partners sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 109 shares — an estimated $6.83K sold.

Arax Advisory Partners first reported a position in ENV in Q3 2018 and held it in 13 quarters. The position peaked at $85K in Q4 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Arax Advisory Partners reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Arax Advisory Partners sold 109 ENVESTNET, INC. shares in Q4 2024, an estimated $6.83K.
Arax Advisory Partners first reported a position in ENVESTNET, INC. in Q3 2018 and held it in 13 quarters.
Arax Advisory Partners's ENVESTNET, INC. position peaked at $85K in Q4 2020.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Arax Advisory Partners's 13F filing for Q4 2024, filed 5 Feb 2025.