Crossmark Global Holdings’s ENVESTNET, INC. ENV Stock Holding History

Crossmark Global Holdings’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	-3,721	Closed	-$233K	–	1303
2024 Q3	$233K	Sell	3,721 -26	-0.7%	-$1.62K	﹤0.01%	1188
2024 Q2	$235K	Sell	3,747 -194	-5%	-$12.2K	﹤0.01%	1173
2024 Q1	$228K	Buy	+3,941	New	+$206K	﹤0.01%	1225
2023 Q3	–	Sell	-4,006	Closed	-$246K	–	1334
2023 Q2	$246K	Sell	4,006 -195	-5%	-$11.3K	0.01%	1151
2023 Q1	$246K	Sell	4,201 -64	-2%	-$3.97K	0.01%	1138
2022 Q4	$263K	Buy	+4,265	New	+$227K	0.01%	1074
2022 Q3	–	Sell	-4,450	Closed	-$235K	–	1306
2022 Q2	$235K	Sell	4,450 -220	-5%	-$15K	0.01%	1153
2022 Q1	$348K	Buy	4,670 +60	+1%	+$4.39K	0.01%	1068
2021 Q4	$366K	Buy	4,610 +1,280	+38%	+$104K	0.01%	1051
2021 Q3	$267K	Hold	3,330	–	–	0.01%	1223
2021 Q2	$253K	Buy	+3,330	New	+$245K	0.01%	1266

Other funds holding ENV

SIS

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

Crossmark Global Holdings's ENV Position: Q4 2024 in Review

Crossmark Global Holdings sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3,721 shares — an estimated $233K sold.

Crossmark Global Holdings first reported a position in ENV in Q2 2021 and held it in 11 quarters. The position peaked at $366K in Q4 2021. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Crossmark Global Holdings reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Crossmark Global Holdings sold 3,721 ENVESTNET, INC. shares in Q4 2024, an estimated $233K.
Crossmark Global Holdings first reported a position in ENVESTNET, INC. in Q2 2021 and held it in 11 quarters.
Crossmark Global Holdings's ENVESTNET, INC. position peaked at $366K in Q4 2021.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Crossmark Global Holdings's 13F filing for Q4 2024, filed 16 Jan 2025.