Cerity Partners’s ENVESTNET, INC. ENV Stock Holding History

Cerity Partners’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	-4,752	Closed	-$298K	–	2654
2024 Q3	$298K	Buy	+4,752	New	+$296K	﹤0.01%	2070

Other funds holding ENV

SIS

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

Cerity Partners's ENV Position: Q4 2024 in Review

Cerity Partners sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 4,752 shares — an estimated $298K sold.

Cerity Partners first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $298K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Cerity Partners reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 4,752 ENVESTNET, INC. shares in Q4 2024, an estimated $298K.
Cerity Partners first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Cerity Partners's ENVESTNET, INC. position peaked at $298K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.