CIBC Asset Management
ENV

CIBC Asset Management’s ENVESTNET, INC. ENV Stock Holding History

CIBC Asset 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
-3,616
Closed -$226K – 1314
2024
Q3 		$226K Buy
3,616
+8
+0.2% +$499 ﹤0.01% 1024
2024
Q2 		$226K Sell
3,608
-106
-3% -$6.67K ﹤0.01% 951
2024
Q1 		$215K Buy
+3,714
New +$194K ﹤0.01% 995

Other funds holding ENV

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

CIBC Asset Management's ENV Position: Q4 2024 in Review

CIBC Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3,616 shares — an estimated $226K sold.

CIBC Asset Management first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $226K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • CIBC Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • CIBC Asset Management sold 3,616 ENVESTNET, INC. shares in Q4 2024, an estimated $226K.
  • CIBC Asset Management first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
  • CIBC Asset Management's ENVESTNET, INC. position peaked at $226K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on CIBC Asset Management's 13F filing for Q4 2024, filed 31 Jan 2025.