EverSource Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

EverSource Wealth 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	-240	Closed	-$15K	–	3850
2024 Q3	$15K	Buy	240 +86	+56%	+$5.36K	﹤0.01%	1642
2024 Q2	$9.54K	Sell	154 -42	-21%	-$2.64K	﹤0.01%	1885
2024 Q1	$12.2K	Buy	196 +171	+684%	+$8.92K	﹤0.01%	1592
2023 Q4	$1.24K	Buy	+25	New	+$1.02K	﹤0.01%	2326

Other funds holding ENV

SIS

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

EverSource Wealth Advisors's ENV Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 240 shares — an estimated $15K sold.

EverSource Wealth Advisors first reported a position in ENV in Q4 2023 and held it in 4 quarters. The position peaked at $15K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

EverSource Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 240 ENVESTNET, INC. shares in Q4 2024, an estimated $15K.
EverSource Wealth Advisors first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 4 quarters.
EverSource Wealth Advisors's ENVESTNET, INC. position peaked at $15K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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