Fortitude Family Office’s ENVESTNET, INC. ENV Stock Holding History

Fortitude Family Office’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	-7	Closed	-$438	–	1398
2024 Q3	$438	Buy	+7	New	+$437	﹤0.01%	1167

Other funds holding ENV

SIS

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

Fortitude Family Office's ENV Position: Q4 2024 in Review

Fortitude Family Office sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 7 shares — an estimated $438 sold.

Fortitude Family Office first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $438 in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Fortitude Family Office reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Fortitude Family Office sold 7 ENVESTNET, INC. shares in Q4 2024, an estimated $438.
Fortitude Family Office first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Fortitude Family Office's ENVESTNET, INC. position peaked at $438 in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Fortitude Family Office's 13F filing for Q4 2024, filed 10 Jan 2025.