Cetera Investment Advisers’s ENVESTNET, INC. ENV Stock Holding History

Cetera Investment Advisers’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	-13,683	Closed	-$857K	–	3946
2024 Q3	$857K	Buy	13,683 +1,776	+15%	+$111K	﹤0.01%	2226
2024 Q2	$745K	Buy	11,907 +2,575	+28%	+$162K	﹤0.01%	2286
2024 Q1	$540K	Buy	+9,332	New	+$487K	﹤0.01%	2542
2021 Q1	–	Sell	-19,359	Closed	-$1.59M	–	1749
2020 Q4	$1.59M	Buy	+19,359	New	+$1.56M	0.03%	499

Other funds holding ENV

SIS

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

Cetera Investment Advisers's ENV Position: Q4 2024 in Review

Cetera Investment Advisers sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 13,683 shares — an estimated $857K sold.

Cetera Investment Advisers first reported a position in ENV in Q4 2020 and held it in 4 quarters. The position peaked at $1.59M in Q4 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Cetera Investment Advisers reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Cetera Investment Advisers sold 13,683 ENVESTNET, INC. shares in Q4 2024, an estimated $857K.
Cetera Investment Advisers first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 4 quarters.
Cetera Investment Advisers's ENVESTNET, INC. position peaked at $1.59M in Q4 2020.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.