Catalyst Funds Management’s ENVESTNET, INC. ENV Stock Holding History

Catalyst Funds 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	-600	Closed	-$37.6K	–	1371
2024 Q3	$37.6K	Buy	600 +500	+500%	+$31.2K	0.01%	906
2024 Q2	$6.26K	Hold	100	–	–	﹤0.01%	1020
2024 Q1	$5.79K	Buy	+100	New	+$5.22K	﹤0.01%	961

Other funds holding ENV

SIS

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

Catalyst Funds Management's ENV Position: Q4 2024 in Review

Catalyst Funds Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 600 shares — an estimated $37.6K sold.

Catalyst Funds Management first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $37.6K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Catalyst Funds Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Catalyst Funds Management sold 600 ENVESTNET, INC. shares in Q4 2024, an estimated $37.6K.
Catalyst Funds Management first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Catalyst Funds Management's ENVESTNET, INC. position peaked at $37.6K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.