Clearstead Advisors’s ENVESTNET, INC. ENV Stock Holding History

Clearstead 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	-209	Closed	-$13.1K	–	2210
2024 Q3	$13.1K	Sell	209 -35	-14%	-$2.18K	﹤0.01%	1531
2024 Q2	$15.3K	Buy	+244	New	+$15.4K	﹤0.01%	1448
2022 Q2	–	Sell	-18	Closed	-$1K	–	1516
2022 Q1	$1K	Buy	+18	New	+$1.32K	﹤0.01%	1362

Other funds holding ENV

SIS

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

Clearstead Advisors's ENV Position: Q4 2024 in Review

Clearstead Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 209 shares — an estimated $13.1K sold.

Clearstead Advisors first reported a position in ENV in Q1 2022 and held it in 3 quarters. The position peaked at $15.3K in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Clearstead Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Clearstead Advisors sold 209 ENVESTNET, INC. shares in Q4 2024, an estimated $13.1K.
Clearstead Advisors first reported a position in ENVESTNET, INC. in Q1 2022 and held it in 3 quarters.
Clearstead Advisors's ENVESTNET, INC. position peaked at $15.3K in Q2 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.