Certuity’s ENVESTNET, INC. ENV Stock Holding History

Certuity’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	-4,480	Closed	-$281K	–	420
2024 Q3	$281K	Buy	+4,480	New	+$279K	0.03%	276

Other funds holding ENV

SIS

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

Certuity's ENV Position: Q4 2024 in Review

Certuity sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 4,480 shares — an estimated $281K sold.

Certuity first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $281K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Certuity reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Certuity sold 4,480 ENVESTNET, INC. shares in Q4 2024, an estimated $281K.
Certuity first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Certuity's ENVESTNET, INC. position peaked at $281K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Certuity's 13F filing for Q4 2024, filed 29 Jan 2025.