BIA
ENV

Bell Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History

Bell Investment Advisors’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
-71
Closed -$4.45K – 1975
2024
Q3 		$4.45K Hold
71
– – ﹤0.01% 996
2024
Q2 		$4.44K Hold
71
– – ﹤0.01% 979
2024
Q1 		$4.11K Hold
71
– – ﹤0.01% 1028
2023
Q4 		$3.52K Buy
71
+60
+545% +$2.45K ﹤0.01% 1073
2023
Q3 		$485 Hold
11
– – ﹤0.01% 1807
2023
Q2 		$653 Hold
11
– – ﹤0.01% 1721
2023
Q1 		$646 Hold
11
– – ﹤0.01% 1705
2022
Q4 		$679 Sell
11
-28
-72% -$1.49K ﹤0.01% 1689
2022
Q3 		$2K Sell
39
-17
-30% -$907 ﹤0.01% 1284
2022
Q2 		$3K Buy
+56
New +$3.83K ﹤0.01% 1070
2021
Q4 		$4K Hold
53
– – ﹤0.01% 932
2021
Q3 		$4K Buy
+53
New +$4.05K ﹤0.01% 862

Other funds holding ENV

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

Bell Investment Advisors's ENV Position: Q4 2024 in Review

Bell Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 71 shares — an estimated $4.45K sold.

Bell Investment Advisors first reported a position in ENV in Q3 2021 and held it in 12 quarters. The position peaked at $4.45K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Bell Investment Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 71 ENVESTNET, INC. shares in Q4 2024, an estimated $4.45K.
  • Bell Investment Advisors first reported a position in ENVESTNET, INC. in Q3 2021 and held it in 12 quarters.
  • Bell Investment Advisors's ENVESTNET, INC. position peaked at $4.45K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.