Carson Wealth (CWM LLC)
ENV

Carson Wealth (CWM LLC)’s ENVESTNET, INC. ENV Stock Holding History

Carson Wealth (CWM LLC)’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
-408
Closed -$26K – 5290
2024
Q3 		$26K Buy
408
+89
+28% +$5.55K ﹤0.01% 3210
2024
Q2 		$20K Buy
319
+5
+2% +$315 ﹤0.01% 3130
2024
Q1 		$18K Buy
314
+13
+4% +$678 ﹤0.01% 2990
2023
Q4 		$15K Buy
301
+178
+145% +$7.28K ﹤0.01% 2964
2023
Q3 		$5K Sell
123
-132
-52% -$7.25K ﹤0.01% 3519
2023
Q2 		$15K Buy
255
+132
+107% +$7.65K ﹤0.01% 2850
2023
Q1 		$7K Buy
123
+4
+3% +$248 ﹤0.01% 3182
2022
Q4 		$7K Sell
119
-207
-63% -$11K ﹤0.01% 3047
2022
Q3 		$14K Sell
326
-470
-59% -$25.1K ﹤0.01% 2496
2022
Q2 		$42K Buy
796
+486
+157% +$33.2K ﹤0.01% 1708
2022
Q1 		$23K Hold
310
– – ﹤0.01% 2008
2021
Q4 		$25K Buy
+310
New +$25.2K ﹤0.01% 1877
2021
Q2 		$24K Hold
310
– – ﹤0.01% 1723
2021
Q1 		$24K Hold
310
– – ﹤0.01% 1723
2020
Q4 		$24K Hold
310
– – ﹤0.01% 1722
2020
Q3 		$24K Hold
310
– – ﹤0.01% 1722
2020
Q2 		$24K Hold
310
– – ﹤0.01% 1722
2020
Q1 		$24K Hold
310
– – ﹤0.01% 1722
2019
Q4 		$24K Hold
310
– – ﹤0.01% 1722
2019
Q3 		$24K Hold
310
– – ﹤0.01% 1722
2019
Q2 		$24K Hold
310
– – ﹤0.01% 1722
2019
Q1 		$24K Buy
310
+148
+91% +$8.52K ﹤0.01% 1721
2018
Q4 		$8K Hold
162
– – ﹤0.01% 1430
2018
Q3 		$10K Hold
162
– – ﹤0.01% 1173
2018
Q2 		$9K Hold
162
– – ﹤0.01% 1051
2018
Q1 		$9K Hold
162
– – ﹤0.01% 884
2017
Q4 		$8K Hold
162
– – ﹤0.01% 965
2017
Q3 		$8K Hold
162
– – ﹤0.01% 977
2017
Q2 		$6K Hold
162
– – ﹤0.01% 871
2017
Q1 		$5K Hold
162
– – ﹤0.01% 886
2016
Q4 		$6K Hold
162
– – ﹤0.01% 836
2016
Q3 		$6K Hold
162
– – ﹤0.01% 813
2016
Q2 		$5K Hold
162
– – ﹤0.01% 646
2016
Q1 		$4K Hold
162
– – ﹤0.01% 640
2015
Q4 		$5K Hold
162
– – ﹤0.01% 536
2015
Q3 		$5K Buy
+162
New +$5.94K ﹤0.01% 511
2014
Q1 		– Sell
-162
Closed -$7K – 649
2013
Q4 		$7K Buy
+162
New +$5.91K ﹤0.01% 491

Other funds holding ENV

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

Carson Wealth (CWM LLC)'s ENV Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 408 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in ENV in Q4 2013 and held it in 37 quarters. The position peaked at $42K in Q2 2022. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 408 ENVESTNET, INC. shares in Q4 2024, an estimated $26K.
  • Carson Wealth (CWM LLC) first reported a position in ENVESTNET, INC. in Q4 2013 and held it in 37 quarters.
  • Carson Wealth (CWM LLC)'s ENVESTNET, INC. position peaked at $42K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.