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
-9,200
Closed -$576K – 15824
2024
Q3 		$576K Hold
9,200
– – ﹤0.01% 7961
2024
Q2 		$576K Sell
9,200
-2,300
-20% -$145K ﹤0.01% 7766
2024
Q1 		$666K Buy
11,500
+9,100
+379% +$475K ﹤0.01% 7768
2023
Q4 		$119K Sell
2,400
-4,000
-63% -$164K ﹤0.01% 10710
2023
Q3 		$282K Buy
6,400
+3,700
+137% +$203K ﹤0.01% 9287
2023
Q2 		$160K Sell
2,700
-2,300
-46% -$133K ﹤0.01% 10236
2023
Q1 		$293K Sell
5,000
-5,300
-51% -$329K ﹤0.01% 9420
2022
Q4 		$636K Buy
+10,300
New +$548K ﹤0.01% 7752
2022
Q3 		– Sell
-16,600
Closed -$876K – 14344
2022
Q2 		$876K Buy
16,600
+9,100
+121% +$622K ﹤0.01% 7331
2022
Q1 		$558K Buy
7,500
+4,600
+159% +$337K ﹤0.01% 9124
2021
Q4 		$230K Sell
2,900
-10,100
-78% -$822K ﹤0.01% 11567
2021
Q3 		$1.04M Sell
13,000
-11,100
-46% -$848K ﹤0.01% 8050
2021
Q2 		$1.83M Buy
24,100
+2,100
+10% +$154K ﹤0.01% 6828
2021
Q1 		$1.59M Buy
22,000
+19,300
+715% +$1.5M ﹤0.01% 6963
2020
Q4 		$222K Sell
2,700
-19,800
-88% -$1.6M ﹤0.01% 9588
2020
Q3 		$1.74M Buy
22,500
+10,000
+80% +$799K ﹤0.01% 4998
2020
Q2 		$919K Sell
12,500
-8,700
-41% -$568K ﹤0.01% 5991
2020
Q1 		$1.14M Sell
21,200
-7,000
-25% -$502K ﹤0.01% 5094
2019
Q4 		$1.96M Buy
28,200
+19,100
+210% +$1.24M ﹤0.01% 4451
2019
Q3 		$516K Sell
9,100
-18,600
-67% -$1.17M ﹤0.01% 6691
2019
Q2 		$1.89M Buy
27,700
+100
+0.4% +$6.87K ﹤0.01% 4598
2019
Q1 		$1.8M Buy
+27,600
New +$1.59M ﹤0.01% 4630
2018
Q4 		– Sell
-18,600
Closed -$1.13M – 10374
2018
Q3 		$1.13M Buy
18,600
+8,100
+77% +$490K ﹤0.01% 5320
2018
Q2 		$577K Sell
10,500
-600
-5% -$33.3K ﹤0.01% 6139
2018
Q1 		$636K Buy
11,100
+6,300
+131% +$346K ﹤0.01% 5487
2017
Q4 		$239K Sell
4,800
-3,800
-44% -$197K ﹤0.01% 6827
2017
Q3 		$439K Buy
8,600
+3,500
+69% +$150K ﹤0.01% 5507
2017
Q2 		$202K Buy
+5,100
New +$183K ﹤0.01% 6560
2016
Q4 		– Sell
-12,700
Closed -$463K – 8465
2016
Q3 		$463K Sell
12,700
-7,700
-38% -$292K ﹤0.01% 4984
2016
Q2 		$680K Buy
+20,400
New +$658K ﹤0.01% 4074
2016
Q1 		– Sell
-4,700
Closed -$140K – 9347
2015
Q4 		$140K Buy
4,700
+1,900
+68% +$58.5K ﹤0.01% 6298
2015
Q3 		$84K Buy
2,800
+1,100
+65% +$40.3K ﹤0.01% 7146
2015
Q2 		$69K Buy
1,700
+1,000
+143% +$48.1K ﹤0.01% 7433
2015
Q1 		$39K Sell
700
-900
-56% -$48K ﹤0.01% 7556
2014
Q4 		$79K Sell
1,600
-100
-6% -$4.7K ﹤0.01% 6856
2014
Q3 		$77K Sell
1,700
-1,300
-43% -$59.5K ﹤0.01% 6619
2014
Q2 		$147K Sell
3,000
-200
-6% -$8.09K ﹤0.01% 5891
2014
Q1 		$129K Buy
+3,200
New +$137K ﹤0.01% 5945

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.