Benjamin Edwards Inc’s ENVESTNET, INC. ENV Stock Holding History

Benjamin Edwards Inc’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	-6,538	Closed	-$409K	–	1154
2024 Q3	$409K	Sell	6,538 -1,243	-16%	-$77.5K	0.01%	862
2024 Q2	$487K	Buy	7,781 +658	+9%	+$41.4K	0.09%	224
2024 Q1	$412K	Buy	7,123 +1,685	+31%	+$87.9K	0.08%	244
2023 Q4	$269K	Buy	5,438 +2,218	+69%	+$90.7K	0.06%	273
2023 Q3	$142K	Buy	3,220 +1,116	+53%	+$61.3K	0.03%	335
2023 Q2	$125K	Buy	2,104 +1,370	+187%	+$79.4K	0.03%	356
2023 Q1	$43K	Buy	734 +422	+135%	+$26.2K	0.01%	480
2022 Q4	$19K	Buy	+312	New	+$16.6K	0.01%	523

Other funds holding ENV

SIS

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

Benjamin Edwards Inc's ENV Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 6,538 shares — an estimated $409K sold.

Benjamin Edwards Inc first reported a position in ENV in Q4 2022 and held it in 8 quarters. The position peaked at $487K in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Benjamin Edwards Inc reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 6,538 ENVESTNET, INC. shares in Q4 2024, an estimated $409K.
Benjamin Edwards Inc first reported a position in ENVESTNET, INC. in Q4 2022 and held it in 8 quarters.
Benjamin Edwards Inc's ENVESTNET, INC. position peaked at $487K in Q2 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.