Athos Capital’s ENVESTNET, INC. ENV Stock Holding History

Athos Capital’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	-50,000	Closed	-$3.13M	–	48
2024 Q3	$3.13M	Buy	+50,000	New	+$3.12M	1.01%	12

Other funds holding ENV

SIS

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

Athos Capital's ENV Position: Q4 2024 in Review

Athos Capital sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 50,000 shares — an estimated $3.13M sold.

Athos Capital first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $3.13M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Athos Capital reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Athos Capital sold 50,000 ENVESTNET, INC. shares in Q4 2024, an estimated $3.13M.
Athos Capital first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Athos Capital's ENVESTNET, INC. position peaked at $3.13M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Athos Capital's 13F filing for Q4 2024, filed 13 Feb 2025.