BLC
ENV

Brown, Lisle/Cummings’s ENVESTNET, INC. ENV Stock Holding History

Brown, Lisle/Cummings’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
-225
Closed -$14.1K – 666
2024
Q3 		$14.1K Hold
225
– – ﹤0.01% 431
2024
Q2 		$14.1K Hold
225
– – ﹤0.01% 419
2024
Q1 		$13K Hold
225
– – ﹤0.01% 411
2023
Q4 		$11.1K Sell
225
-650
-74% -$26.6K ﹤0.01% 426
2023
Q3 		$38.5K Sell
875
-350
-29% -$19.2K 0.02% 285
2023
Q2 		$72.7K Hold
1,225
– – 0.03% 250
2023
Q1 		$71.9K Hold
1,225
– – 0.04% 244
2022
Q4 		$75.6K Hold
1,225
– – 0.04% 233
2022
Q3 		$54.4K Hold
1,225
– – 0.03% 248
2022
Q2 		$64.6K Hold
1,225
– – 0.04% 236
2022
Q1 		$91.2K Sell
1,225
-325
-21% -$23.8K 0.04% 215
2021
Q4 		$123K Buy
+1,550
New +$126K 0.06% 198

Other funds holding ENV

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

Brown, Lisle/Cummings's ENV Position: Q4 2024 in Review

Brown, Lisle/Cummings sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 225 shares — an estimated $14.1K sold.

Brown, Lisle/Cummings first reported a position in ENV in Q4 2021 and held it in 12 quarters. The position peaked at $123K in Q4 2021. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Brown, Lisle/Cummings reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 225 ENVESTNET, INC. shares in Q4 2024, an estimated $14.1K.
  • Brown, Lisle/Cummings first reported a position in ENVESTNET, INC. in Q4 2021 and held it in 12 quarters.
  • Brown, Lisle/Cummings's ENVESTNET, INC. position peaked at $123K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2024, filed 27 Jan 2025.