Fidelity Investments
ENV

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

Fidelity Investments’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
-1,121,239
Closed -$70.2M – 5930
2024
Q3 		$70.2M Buy
1,121,239
+254
+0% +$15.8K ﹤0.01% 1233
2024
Q2 		$70.2M Buy
1,120,985
+368
+0% +$23.2K ﹤0.01% 1179
2024
Q1 		$64.9M Hold
1,120,617
– – ﹤0.01% 1222
2023
Q4 		$55.5M Sell
1,120,617
-15
-0% -$614 ﹤0.01% 1248
2023
Q3 		$49.3M Sell
1,120,632
-8
-0% -$439 ﹤0.01% 1246
2023
Q2 		$66.5M Hold
1,120,640
– – 0.01% 1161
2023
Q1 		$65.7M Sell
1,120,640
-4
-0% -$248 0.01% 1147
2022
Q4 		$69.1M Sell
1,120,644
-97
-0% -$5.17K 0.01% 1117
2022
Q3 		$49.8M Sell
1,120,741
-311
-0% -$16.6K 0.01% 1245
2022
Q2 		$59.2M Sell
1,121,052
-410
-0% -$28K 0.01% 1186
2022
Q1 		$83.5M Buy
1,121,462
+714
+0.1% +$52.3K 0.01% 1146
2021
Q4 		$88.9M Hold
1,120,748
– – 0.01% 1155
2021
Q3 		$89.9M Sell
1,120,748
-5
-0% -$382 0.01% 1152
2021
Q2 		$85M Sell
1,120,753
-93
-0% -$6.84K 0.01% 1191
2021
Q1 		$81M Sell
1,120,846
-119
-0% -$9.25K 0.01% 1159
2020
Q4 		$92.2M Hold
1,120,965
– – 0.01% 1071
2020
Q3 		$86.5M Buy
1,120,965
+33
+0% +$2.63K 0.01% 977
2020
Q2 		$82.4M Buy
1,120,932
+155
+0% +$10.1K 0.01% 951
2020
Q1 		$60.3M Buy
1,120,777
+56
+0% +$4.01K 0.01% 966
2019
Q4 		$78M Buy
1,120,721
+80
+0% +$5.2K 0.01% 1015
2019
Q3 		$63.5M Sell
1,120,641
-2,470
-0.2% -$156K 0.01% 1069
2019
Q2 		$76.8M Buy
1,123,111
+2,511
+0.2% +$172K 0.01% 1033
2019
Q1 		$73.3M Sell
1,120,600
-117
-0% -$6.74K 0.01% 1033
2018
Q4 		$55.1M Sell
1,120,717
-865
-0.1% -$46.4K 0.01% 1102
2018
Q3 		$68.4M Buy
1,121,582
+1,182
+0.1% +$71.5K 0.01% 1121
2018
Q2 		$61.6M Hold
1,120,400
– – 0.01% 1182
2018
Q1 		$64.2M Hold
1,120,400
– – 0.01% 1184
2017
Q4 		$55.9M Hold
1,120,400
– – 0.01% 1240
2017
Q3 		$57.1M Hold
1,120,400
– – 0.01% 1243
2017
Q2 		$44.4M Hold
1,120,400
– – 0.01% 1331
2017
Q1 		$36.2M Hold
1,120,400
– – ﹤0.01% 1461
2016
Q4 		$39.5M Hold
1,120,400
– – 0.01% 1407
2016
Q3 		$40.8M Hold
1,120,400
– – 0.01% 1385
2016
Q2 		$37.3M Hold
1,120,400
– – 0.01% 1405
2016
Q1 		$30.5M Hold
1,120,400
– – ﹤0.01% 1466
2015
Q4 		$33.4M Hold
1,120,400
– – ﹤0.01% 1431
2015
Q3 		$33.6M Hold
1,120,400
– – ﹤0.01% 1420
2015
Q2 		$45.3M Hold
1,120,400
– – 0.01% 1378
2015
Q1 		$62.8M Hold
1,120,400
– – 0.01% 1242
2014
Q4 		$44M Hold
1,120,400
– – 0.01% 1382
2014
Q3 		$44M Hold
1,120,400
– – 0.01% 1354
2014
Q2 		$44M Hold
1,120,400
– – 0.01% 1403
2014
Q1 		$44M Hold
1,120,400
– – 0.01% 1390
2013
Q4 		$35.6M Hold
1,120,400
– – 0.01% 1474
2013
Q3 		$35.6M Hold
1,120,400
– – 0.01% 1440
2013
Q2 		$27.8M Buy
+1,120,400
New +$22.7M ﹤0.01% 1520

Other funds holding ENV

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

Fidelity Investments's ENV Position: Q4 2024 in Review

Fidelity Investments sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 1,121,239 shares — an estimated $70.2M sold.

Fidelity Investments first reported a position in ENV in Q2 2013 and held it in 46 quarters. The position peaked at $92.2M in Q4 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Fidelity Investments reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1,121,239 ENVESTNET, INC. shares in Q4 2024, an estimated $70.2M.
  • Fidelity Investments first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 46 quarters.
  • Fidelity Investments's ENVESTNET, INC. position peaked at $92.2M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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