Beacon Capital Management LLC (Tennessee)’s ENVESTNET, INC. ENV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-35	Closed	-$2.19K	–	1225
2024 Q3	$2.19K	Hold	35	–	–	﹤0.01%	980
2024 Q2	$2.19K	Hold	35	–	–	﹤0.01%	854
2024 Q1	$2.03K	Buy	+35	New	+$1.83K	﹤0.01%	874

Other funds holding ENV

SIS

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

Beacon Capital Management LLC (Tennessee)'s ENV Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 35 shares — an estimated $2.19K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $2.19K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 35 ENVESTNET, INC. shares in Q4 2024, an estimated $2.19K.
Beacon Capital Management LLC (Tennessee) first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Beacon Capital Management LLC (Tennessee)'s ENVESTNET, INC. position peaked at $2.19K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.