Blue Trust Inc’s ENVESTNET, INC. ENV Stock Holding History

Blue Trust 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	-172	Closed	-$10.8K	–	3095
2024 Q3	$10.8K	Buy	172 +129	+300%	+$8.04K	﹤0.01%	2173
2024 Q2	$2.49K	Buy	+43	New	+$2.71K	﹤0.01%	2388
2024 Q1	–	Sell	-72	Closed	-$3K	–	2840
2023 Q4	$3K	Buy	+72	New	+$2.94K	﹤0.01%	2080
2023 Q2	–	Sell	-94	Closed	-$6K	–	2682
2023 Q1	$6K	Buy	+94	New	+$5.84K	﹤0.01%	1766

Other funds holding ENV

SIS

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

Blue Trust Inc's ENV Position: Q4 2024 in Review

Blue Trust Inc sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 172 shares — an estimated $10.8K sold.

Blue Trust Inc first reported a position in ENV in Q1 2023 and held it in 4 quarters. The position peaked at $10.8K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Blue Trust Inc reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 172 ENVESTNET, INC. shares in Q4 2024, an estimated $10.8K.
Blue Trust Inc first reported a position in ENVESTNET, INC. in Q1 2023 and held it in 4 quarters.
Blue Trust Inc's ENVESTNET, INC. position peaked at $10.8K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.