BCK Capital Management’s ENVESTNET, INC. ENV Stock Holding History

BCK Capital Management’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	-11,500	Closed	-$720K	–	81
2024 Q3	$720K	Buy	+11,500	New	+$717K	0.43%	42

Other funds holding ENV

SIS

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

BCK Capital Management's ENV Position: Q4 2024 in Review

BCK Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 11,500 shares — an estimated $720K sold.

BCK Capital Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $720K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

BCK Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
BCK Capital Management sold 11,500 ENVESTNET, INC. shares in Q4 2024, an estimated $720K.
BCK Capital Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
BCK Capital Management's ENVESTNET, INC. position peaked at $720K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on BCK Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.