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
2017
Q3 		– Sell
-2,500
Closed -$99K – 7739
2017
Q2 		$99K Hold
2,500
– – ﹤0.01% 5352
2017
Q1 		$81K Buy
+2,500
New +$90.9K ﹤0.01% 5365

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.