FBCM
ENV

Fort Baker Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Fort Baker Capital Management’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
-62,457
Closed -$3.91M – 93
2024
Q3 		$3.91M Sell
62,457
-112,543
-64% -$7.02M 0.64% 42
2024
Q2 		$11M Buy
+175,000
New +$11M 1.21% 30

Other funds holding ENV

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

Fort Baker Capital Management's ENV Position: Q4 2024 in Review

Fort Baker Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 62,457 shares — an estimated $3.91M sold.

Fort Baker Capital Management first reported a position in ENV in Q2 2024 and held it in 2 quarters. The position peaked at $11M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Fort Baker Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Fort Baker Capital Management sold 62,457 ENVESTNET, INC. shares in Q4 2024, an estimated $3.91M.
  • Fort Baker Capital Management first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 2 quarters.
  • Fort Baker Capital Management's ENVESTNET, INC. position peaked at $11M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Fort Baker Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.