Capital Performance Advisors’s ENVESTNET, INC. ENV Stock Holding History

Capital Performance 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	-44	Closed	-$2.75K	–	2901
2024 Q3	$2.75K	Buy	+44	New	+$2.74K	﹤0.01%	1400

Other funds holding ENV

SIS

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

Capital Performance Advisors's ENV Position: Q4 2024 in Review

Capital Performance Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 44 shares — an estimated $2.75K sold.

Capital Performance Advisors first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $2.75K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Capital Performance Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 44 ENVESTNET, INC. shares in Q4 2024, an estimated $2.75K.
Capital Performance Advisors first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's ENVESTNET, INC. position peaked at $2.75K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.