Envestnet Portfolio Solutions’s ENVESTNET, INC. ENV Stock Holding History

Envestnet Portfolio Solutions’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	-3,820	Closed	-$239K	–	1819
2024 Q3	$239K	Buy	+3,820	New	+$238K	﹤0.01%	1552

Other funds holding ENV

SIS

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

Envestnet Portfolio Solutions's ENV Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3,820 shares — an estimated $239K sold.

Envestnet Portfolio Solutions first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Envestnet Portfolio Solutions reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,820 ENVESTNET, INC. shares in Q4 2024, an estimated $239K.
Envestnet Portfolio Solutions first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Envestnet Portfolio Solutions's ENVESTNET, INC. position peaked at $239K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.