ClearAlpha Technologies’s ENVESTNET, INC. ENV Stock Holding History

ClearAlpha Technologies’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	-33,973	Closed	-$2.13M	–	261
2024 Q3	$2.13M	Buy	+33,973	New	+$2.12M	0.59%	26

Other funds holding ENV

SIS

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

ClearAlpha Technologies's ENV Position: Q4 2024 in Review

ClearAlpha Technologies sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 33,973 shares — an estimated $2.13M sold.

ClearAlpha Technologies first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $2.13M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

ClearAlpha Technologies reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
ClearAlpha Technologies sold 33,973 ENVESTNET, INC. shares in Q4 2024, an estimated $2.13M.
ClearAlpha Technologies first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
ClearAlpha Technologies's ENVESTNET, INC. position peaked at $2.13M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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