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

Beryl 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	-62,299	Closed	-$3.9M	–	48
2024 Q3	$3.9M	Buy	+62,299	New	+$3.88M	0.84%	18

Other funds holding ENV

SIS

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

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

Beryl Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 62,299 shares — an estimated $3.9M sold.

Beryl Capital Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $3.9M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Beryl Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Beryl Capital Management sold 62,299 ENVESTNET, INC. shares in Q4 2024, an estimated $3.9M.
Beryl Capital Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Beryl Capital Management's ENVESTNET, INC. position peaked at $3.9M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Beryl Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.