CVA Family Office’s ENVESTNET, INC. ENV Stock Holding History

CVA Family Office’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	-9	Closed	-$564	–	1357
2024 Q3	$564	Hold	9	–	–	﹤0.01%	1184
2024 Q2	$563	Buy	+9	New	+$566	﹤0.01%	1159

Other funds holding ENV

SIS

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

CVA Family Office's ENV Position: Q4 2024 in Review

CVA Family Office sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 9 shares — an estimated $564 sold.

CVA Family Office first reported a position in ENV in Q2 2024 and held it in 2 quarters. The position peaked at $564 in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

CVA Family Office reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
CVA Family Office sold 9 ENVESTNET, INC. shares in Q4 2024, an estimated $564.
CVA Family Office first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 2 quarters.
CVA Family Office's ENVESTNET, INC. position peaked at $564 in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on CVA Family Office's 13F filing for Q4 2024, filed 7 Jan 2025.