Citigroup
ENV

Citigroup’s ENVESTNET, INC. ENV Stock Holding History

Citigroup’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
-81,200
Closed -$5.08M – 6076
2024
Q3 		$5.08M Sell
81,200
-20,498
-20% -$1.28M ﹤0.01% 1827
2024
Q2 		$6.37M Buy
101,698
+65,457
+181% +$4.12M ﹤0.01% 1484
2024
Q1 		$2.1M Buy
36,241
+1,979
+6% +$103K ﹤0.01% 2396
2023
Q4 		$1.7M Buy
34,262
+28,142
+460% +$1.15M ﹤0.01% 2384
2023
Q3 		$269K Sell
6,120
-14,409
-70% -$791K ﹤0.01% 3480
2023
Q2 		$1.22M Buy
20,529
+12,730
+163% +$738K ﹤0.01% 2684
2023
Q1 		$458K Sell
7,799
-2,079
-21% -$129K ﹤0.01% 3189
2022
Q4 		$609K Sell
9,878
-17,185
-63% -$915K ﹤0.01% 3023
2022
Q3 		$1.2M Sell
27,063
-21,091
-44% -$1.13M ﹤0.01% 2578
2022
Q2 		$2.54M Buy
48,154
+20,435
+74% +$1.4M ﹤0.01% 1941
2022
Q1 		$2.06M Sell
27,719
-14,513
-34% -$1.06M ﹤0.01% 2328
2021
Q4 		$3.35M Buy
42,232
+6,427
+18% +$523K ﹤0.01% 2174
2021
Q3 		$2.87M Buy
35,805
+22,399
+167% +$1.71M ﹤0.01% 2240
2021
Q2 		$1.02M Sell
13,406
-31,132
-70% -$2.29M ﹤0.01% 3206
2021
Q1 		$3.22M Buy
44,538
+18,804
+73% +$1.46M ﹤0.01% 2143
2020
Q4 		$2.12M Buy
25,734
+8,190
+47% +$660K ﹤0.01% 2798
2020
Q3 		$1.35M Sell
17,544
-16,578
-49% -$1.32M ﹤0.01% 2995
2020
Q2 		$2.51M Buy
34,122
+9,267
+37% +$606K ﹤0.01% 2545
2020
Q1 		$1.34M Sell
24,855
-185
-0.7% -$13.3K ﹤0.01% 2881
2019
Q4 		$1.74M Buy
25,040
+11,702
+88% +$761K ﹤0.01% 3144
2019
Q3 		$757K Sell
13,338
-54
-0.4% -$3.41K ﹤0.01% 3942
2019
Q2 		$916K Sell
13,392
-2,085
-13% -$143K ﹤0.01% 3736
2019
Q1 		$1.01M Sell
15,477
-913
-6% -$52.6K ﹤0.01% 3385
2018
Q4 		$807K Buy
16,390
+10,456
+176% +$560K ﹤0.01% 3622
2018
Q3 		$361K Sell
5,934
-5,070
-46% -$307K ﹤0.01% 4651
2018
Q2 		$604K Buy
11,004
+2,968
+37% +$165K ﹤0.01% 3893
2018
Q1 		$460K Buy
8,036
+2,245
+39% +$123K ﹤0.01% 4074
2017
Q4 		$289K Buy
5,791
+3,701
+177% +$192K ﹤0.01% 4685
2017
Q3 		$107K Sell
2,090
-18,756
-90% -$802K ﹤0.01% 5520
2017
Q2 		$826K Sell
20,846
-298
-1% -$10.7K ﹤0.01% 3517
2017
Q1 		$683K Sell
21,144
-20,793
-50% -$756K ﹤0.01% 3599
2016
Q4 		$1.48M Buy
41,937
+38,284
+1,048% +$1.37M ﹤0.01% 3284
2016
Q3 		$133K Sell
3,653
-772
-17% -$29.3K ﹤0.01% 5006
2016
Q2 		$147K Sell
4,425
-47,564
-91% -$1.54M ﹤0.01% 4773
2016
Q1 		$1.41M Buy
51,989
+39,876
+329% +$935K ﹤0.01% 2925
2015
Q4 		$362K Buy
12,113
+8,199
+209% +$253K ﹤0.01% 4199
2015
Q3 		$117K Buy
3,914
+1,903
+95% +$69.8K ﹤0.01% 4870
2015
Q2 		$81K Buy
2,011
+192
+11% +$9.24K ﹤0.01% 5180
2015
Q1 		$102K Sell
1,819
-4,025
-69% -$215K ﹤0.01% 5017
2014
Q4 		$287K Buy
5,844
+4,061
+228% +$191K ﹤0.01% 4400
2014
Q3 		$80K Buy
1,783
+593
+50% +$27.2K ﹤0.01% 4952
2014
Q2 		$58K Sell
1,190
-7,081
-86% -$287K ﹤0.01% 5072
2014
Q1 		$333K Buy
8,271
+1,057
+15% +$45.3K ﹤0.01% 3859
2013
Q4 		$291K Buy
7,214
+7,109
+6,770% +$259K ﹤0.01% 4306
2013
Q3 		$3K Sell
105
-21
-17% -$583 ﹤0.01% 6572
2013
Q2 		$3K Buy
+126
New +$2.56K ﹤0.01% 6509

Other funds holding ENV

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

Citigroup's ENV Position: Q4 2024 in Review

Citigroup sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 81,200 shares — an estimated $5.08M sold.

Citigroup first reported a position in ENV in Q2 2013 and held it in 46 quarters. The position peaked at $6.37M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Citigroup reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Citigroup sold 81,200 ENVESTNET, INC. shares in Q4 2024, an estimated $5.08M.
  • Citigroup first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 46 quarters.
  • Citigroup's ENVESTNET, INC. position peaked at $6.37M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Citigroup's 13F filing for Q4 2024, filed 12 Feb 2025.