Farther Finance Advisors’s ENVESTNET, INC. ENV Stock Holding History

Farther Finance 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	-5,803	Closed	-$363K	–	4240
2024 Q3	$363K	Buy	5,803 +439	+8%	+$27.4K	0.01%	728
2024 Q2	$328K	Buy	5,364 +5,357	+76,529%	+$337K	0.02%	636
2024 Q1	$401	Buy	+7	New	+$365	﹤0.01%	3083

Other funds holding ENV

SIS

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

Farther Finance Advisors's ENV Position: Q4 2024 in Review

Farther Finance Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 5,803 shares — an estimated $363K sold.

Farther Finance Advisors first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $363K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Farther Finance Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Farther Finance Advisors sold 5,803 ENVESTNET, INC. shares in Q4 2024, an estimated $363K.
Farther Finance Advisors first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Farther Finance Advisors's ENVESTNET, INC. position peaked at $363K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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