AAS
ENV

Avantax Advisory Services’s ENVESTNET, INC. ENV Stock Holding History

Avantax Advisory Services’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
-11,445
Closed -$717K – 2298
2024
Q3 		$717K Buy
11,445
+11
+0.1% +$686 ﹤0.01% 1197
2024
Q2 		$716K Buy
+11,434
New +$719K 0.01% 1151

Other funds holding ENV

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

Avantax Advisory Services's ENV Position: Q4 2024 in Review

Avantax Advisory Services sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 11,445 shares — an estimated $717K sold.

Avantax Advisory Services first reported a position in ENV in Q2 2024 and held it in 2 quarters. The position peaked at $717K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Avantax Advisory Services reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 11,445 ENVESTNET, INC. shares in Q4 2024, an estimated $717K.
  • Avantax Advisory Services first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's ENVESTNET, INC. position peaked at $717K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.