Citadel Advisors
ENV

Citadel Advisors’s ENVESTNET, INC. ENV Stock Holding History

Citadel Advisors’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
-137,286
Closed -$8.6M – 15823
2024
Q3 		$8.6M Buy
137,286
+41,099
+43% +$2.56M ﹤0.01% 3148
2024
Q2 		$6.02M Sell
96,187
-65,318
-40% -$4.11M ﹤0.01% 3461
2024
Q1 		$9.35M Sell
161,505
-179,993
-53% -$9.39M ﹤0.01% 3027
2023
Q4 		$16.9M Buy
341,498
+50,147
+17% +$2.05M ﹤0.01% 2194
2023
Q3 		$12.8M Sell
291,351
-112,628
-28% -$6.19M ﹤0.01% 2369
2023
Q2 		$24M Sell
403,979
-123,697
-23% -$7.17M 0.01% 1698
2023
Q1 		$31M Sell
527,676
-177,396
-25% -$11M 0.01% 1510
2022
Q4 		$43.5M Buy
705,072
+168,341
+31% +$8.96M 0.01% 1237
2022
Q3 		$23.8M Buy
536,731
+419,812
+359% +$22.4M 0.01% 1706
2022
Q2 		$6.17M Buy
116,919
+26,386
+29% +$1.8M ﹤0.01% 3427
2022
Q1 		$6.74M Buy
90,533
+21,227
+31% +$1.55M ﹤0.01% 3614
2021
Q4 		$5.5M Buy
+69,306
New +$5.64M ﹤0.01% 4136
2021
Q3 		– Sell
-2,886
Closed -$220K – 15419
2021
Q2 		$219K Sell
2,886
-407,252
-99% -$30M ﹤0.01% 11968
2021
Q1 		$29.6M Buy
410,138
+204,765
+100% +$15.9M 0.01% 1526
2020
Q4 		$16.9M Buy
205,373
+125,132
+156% +$10.1M ﹤0.01% 1984
2020
Q3 		$6.19M Buy
80,241
+75,541
+1,607% +$6.03M ﹤0.01% 2861
2020
Q2 		$346K Sell
4,700
-39,782
-89% -$2.6M ﹤0.01% 7687
2020
Q1 		$2.39M Buy
44,482
+7,775
+21% +$557K ﹤0.01% 3863
2019
Q4 		$2.56M Buy
36,707
+24,950
+212% +$1.62M ﹤0.01% 4028
2019
Q3 		$667K Buy
+11,757
New +$742K ﹤0.01% 6257
2018
Q3 		– Sell
-392,670
Closed -$23.7M – 10180
2018
Q2 		$21.6M Buy
392,670
+358,149
+1,037% +$19.9M 0.01% 1245
2018
Q1 		$1.98M Sell
34,521
-49,555
-59% -$2.72M ﹤0.01% 3748
2017
Q4 		$4.19M Buy
84,076
+28,707
+52% +$1.49M ﹤0.01% 2693
2017
Q3 		$2.82M Sell
55,369
-15,168
-22% -$648K ﹤0.01% 3000
2017
Q2 		$2.79M Sell
70,537
-89,481
-56% -$3.22M ﹤0.01% 2749
2017
Q1 		$5.17M Buy
160,018
+78,931
+97% +$2.87M ﹤0.01% 2011
2016
Q4 		$2.86M Buy
+81,087
New +$2.91M ﹤0.01% 2545
2016
Q3 		– Sell
-7,206
Closed -$274K – 8406
2016
Q2 		$240K Buy
+7,206
New +$233K ﹤0.01% 5558
2016
Q1 		– Sell
-59,768
Closed -$1.78M – 9346
2015
Q4 		$1.78M Buy
59,768
+8,705
+17% +$268K ﹤0.01% 2856
2015
Q3 		$1.53M Sell
51,063
-31,470
-38% -$1.15M ﹤0.01% 3273
2015
Q2 		$3.34M Buy
82,533
+79,711
+2,825% +$3.84M ﹤0.01% 2470
2015
Q1 		$158K Buy
+2,822
New +$151K ﹤0.01% 6431
2014
Q3 		– Sell
-3,849
Closed -$176K – 8886
2014
Q2 		$188K Buy
+3,849
New +$156K ﹤0.01% 5637

Other funds holding ENV

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

Citadel Advisors's ENV Position: Q4 2024 in Review

Citadel Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 137,286 shares — an estimated $8.6M sold.

Citadel Advisors first reported a position in ENV in Q2 2014 and held it in 33 quarters. The position peaked at $43.5M in Q4 2022. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Citadel Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Citadel Advisors sold 137,286 ENVESTNET, INC. shares in Q4 2024, an estimated $8.6M.
  • Citadel Advisors first reported a position in ENVESTNET, INC. in Q2 2014 and held it in 33 quarters.
  • Citadel Advisors's ENVESTNET, INC. position peaked at $43.5M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Citadel Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.