Fairman Group’s ENVESTNET, INC. ENV Stock Holding History

Fairman Group’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	-13	Closed	-$814	–	408
2024 Q3	$814	Hold	13	–	–	﹤0.01%	342
2024 Q2	$814	Hold	13	–	–	﹤0.01%	341
2024 Q1	$753	Hold	13	–	–	﹤0.01%	341
2023 Q4	$644	Buy	+13	New	+$532	﹤0.01%	343

Other funds holding ENV

SIS

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

Fairman Group's ENV Position: Q4 2024 in Review

Fairman Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 13 shares — an estimated $814 sold.

Fairman Group first reported a position in ENV in Q4 2023 and held it in 4 quarters. The position peaked at $814 in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Fairman Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Fairman Group sold 13 ENVESTNET, INC. shares in Q4 2024, an estimated $814.
Fairman Group first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 4 quarters.
Fairman Group's ENVESTNET, INC. position peaked at $814 in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Fairman Group's 13F filing for Q4 2024, filed 29 Jan 2025.