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
-3,100
Closed -$194K – 15822
2024
Q3 		$194K Sell
3,100
-3,300
-52% -$206K ﹤0.01% 10195
2024
Q2 		$401K Sell
6,400
-2,300
-26% -$145K ﹤0.01% 8516
2024
Q1 		$504K Buy
8,700
+2,800
+47% +$146K ﹤0.01% 8389
2023
Q4 		$292K Sell
5,900
-15,300
-72% -$626K ﹤0.01% 9209
2023
Q3 		$933K Buy
21,200
+13,600
+179% +$747K ﹤0.01% 6703
2023
Q2 		$451K Sell
7,600
-2,800
-27% -$162K ﹤0.01% 8174
2023
Q1 		$610K Sell
10,400
-600
-5% -$37.3K ﹤0.01% 7901
2022
Q4 		$679K Sell
11,000
-15,000
-58% -$799K ﹤0.01% 7607
2022
Q3 		$1.15M Sell
26,000
-10,700
-29% -$571K ﹤0.01% 6676
2022
Q2 		$1.94M Buy
36,700
+26,600
+263% +$1.82M ﹤0.01% 5612
2022
Q1 		$752K Buy
10,100
+7,000
+226% +$513K ﹤0.01% 8394
2021
Q4 		$246K Sell
3,100
-8,800
-74% -$716K ﹤0.01% 11409
2021
Q3 		$955K Buy
11,900
+1,800
+18% +$138K ﹤0.01% 8274
2021
Q2 		$766K Sell
10,100
-9,400
-48% -$691K ﹤0.01% 9056
2021
Q1 		$1.41M Sell
19,500
-4,400
-18% -$342K ﹤0.01% 7266
2020
Q4 		$1.97M Buy
23,900
+7,800
+48% +$629K ﹤0.01% 5386
2020
Q3 		$1.24M Buy
16,100
+2,700
+20% +$216K ﹤0.01% 5643
2020
Q2 		$985K Buy
13,400
+3,400
+34% +$222K ﹤0.01% 5855
2020
Q1 		$538K Sell
10,000
-300
-3% -$21.5K ﹤0.01% 6352
2019
Q4 		$717K Sell
10,300
-8,700
-46% -$566K ﹤0.01% 6200
2019
Q3 		$1.08M Sell
19,000
-21,000
-53% -$1.33M ﹤0.01% 5469
2019
Q2 		$2.73M Sell
40,000
-3,800
-9% -$261K ﹤0.01% 4008
2019
Q1 		$2.86M Buy
43,800
+6,600
+18% +$380K ﹤0.01% 3844
2018
Q4 		$1.83M Buy
37,200
+20,400
+121% +$1.09M ﹤0.01% 4280
2018
Q3 		$1.02M Buy
16,800
+1,000
+6% +$60.5K ﹤0.01% 5498
2018
Q2 		$868K Buy
15,800
+1,900
+14% +$106K ﹤0.01% 5467
2018
Q1 		$796K Sell
13,900
-11,200
-45% -$616K ﹤0.01% 5149
2017
Q4 		$1.25M Buy
25,100
+9,900
+65% +$512K ﹤0.01% 4331
2017
Q3 		$775K Sell
15,200
-1,700
-10% -$72.7K ﹤0.01% 4675
2017
Q2 		$669K Buy
16,900
+9,000
+114% +$324K ﹤0.01% 4706
2017
Q1 		$255K Buy
+7,900
New +$287K ﹤0.01% 6126
2016
Q4 		– Sell
-9,300
Closed -$339K – 8464
2016
Q3 		$339K Buy
+9,300
New +$353K ﹤0.01% 5469
2016
Q1 		– Sell
-4,500
Closed -$134K – 9345
2015
Q4 		$134K Buy
4,500
+1,100
+32% +$33.9K ﹤0.01% 6360
2015
Q3 		$102K Buy
3,400
+2,400
+240% +$88K ﹤0.01% 6943
2015
Q2 		$40K Sell
1,000
-1,900
-66% -$91.4K ﹤0.01% 7821
2015
Q1 		$163K Buy
2,900
+1,300
+81% +$69.4K ﹤0.01% 6403
2014
Q4 		$79K Sell
1,600
-1,800
-53% -$84.6K ﹤0.01% 6855
2014
Q3 		$153K Sell
3,400
-900
-21% -$41.2K ﹤0.01% 6009
2014
Q2 		$210K Buy
4,300
+2,000
+87% +$80.9K ﹤0.01% 5519
2014
Q1 		$92K Buy
+2,300
New +$98.6K ﹤0.01% 6280

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.