FMII
ENV

Farmers & Merchants Investments Inc’s ENVESTNET, INC. ENV Stock Holding History

Farmers & Merchants Investments Inc’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
-34
Closed -$2.13K – 1832
2024
Q3 		$2.13K Hold
34
– – ﹤0.01% 1151
2024
Q2 		$2.13K Hold
34
– – ﹤0.01% 1109
2024
Q1 		$1.97K Hold
34
– – ﹤0.01% 1117
2023
Q4 		$1.68K Buy
34
+9
+36% +$368 ﹤0.01% 1207
2023
Q3 		$1.1K Hold
25
– – ﹤0.01% 1343
2023
Q2 		$1.48K Hold
25
– – ﹤0.01% 1227
2023
Q1 		$1.47K Hold
25
– – ﹤0.01% 1214
2022
Q4 		$1.54K Hold
25
– – ﹤0.01% 1196
2022
Q3 		$1K Buy
+25
New +$1.33K ﹤0.01% 1537

Other funds holding ENV

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

Farmers & Merchants Investments Inc's ENV Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 34 shares — an estimated $2.13K sold.

Farmers & Merchants Investments Inc first reported a position in ENV in Q3 2022 and held it in 9 quarters. The position peaked at $2.13K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Farmers & Merchants Investments Inc reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 34 ENVESTNET, INC. shares in Q4 2024, an estimated $2.13K.
  • Farmers & Merchants Investments Inc first reported a position in ENVESTNET, INC. in Q3 2022 and held it in 9 quarters.
  • Farmers & Merchants Investments Inc's ENVESTNET, INC. position peaked at $2.13K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.