Fidelity International
ENV

Fidelity International’s ENVESTNET, INC. ENV Stock Holding History

Fidelity International’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
-1,663,000
Closed -$104M – 1015
2024
Q3 		$104M Buy
+1,663,000
New +$104M 0.09% 223
2023
Q2 		– Sell
-132,794
Closed -$7.79M – 874
2023
Q1 		$7.79M Sell
132,794
-434,765
-77% -$27M 0.01% 517
2022
Q4 		$35M Sell
567,559
-10,581
-2% -$563K 0.04% 339
2022
Q3 		$25.7M Sell
578,140
-190,522
-25% -$10.2M 0.03% 375
2022
Q2 		$40.6M Sell
768,662
-48,519
-6% -$3.32M 0.05% 303
2022
Q1 		$60.8M Buy
817,181
+183,867
+29% +$13.5M 0.06% 276
2021
Q4 		$50.2M Buy
633,314
+146,326
+30% +$11.9M 0.05% 299
2021
Q3 		$39.1M Buy
486,988
+2,080
+0.4% +$159K 0.04% 339
2021
Q2 		$36.8M Sell
484,908
-4,091
-0.8% -$301K 0.04% 355
2021
Q1 		$35.3M Sell
488,999
-7,990
-2% -$621K 0.04% 338
2020
Q4 		$40.9M Buy
496,989
+400,490
+415% +$32.3M 0.05% 323
2020
Q3 		$7.45M Sell
96,499
-62,487
-39% -$4.99M 0.01% 510
2020
Q2 		$11.7M Sell
158,986
-17,217
-10% -$1.12M 0.02% 462
2020
Q1 		$9.48M Sell
176,203
-62,633
-26% -$4.49M 0.02% 455
2019
Q4 		$16.6M Buy
238,836
+123,477
+107% +$8.03M 0.02% 432
2019
Q3 		$6.54M Buy
+115,359
New +$7.28M 0.01% 521

Other funds holding ENV

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

Fidelity International's ENV Position: Q4 2024 in Review

Fidelity International sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 1,663,000 shares — an estimated $104M sold.

Fidelity International first reported a position in ENV in Q3 2019 and held it in 16 quarters. The position peaked at $104M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Fidelity International reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Fidelity International sold 1,663,000 ENVESTNET, INC. shares in Q4 2024, an estimated $104M.
  • Fidelity International first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 16 quarters.
  • Fidelity International's ENVESTNET, INC. position peaked at $104M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Fidelity International's 13F filing for Q4 2024, filed 13 Feb 2025.