Franklin Resources
ENV

Franklin Resources’s ENVESTNET, INC. ENV Stock Holding History

Franklin Resources’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
-96
Closed -$6.03K – 3065
2024
Q3 		$6.03K Sell
96
-306,397
-100% -$19.1M ﹤0.01% 2884
2024
Q2 		$19.2M Sell
306,493
-7,731
-2% -$486K 0.01% 871
2024
Q1 		$18.2M Sell
314,224
-11,852
-4% -$618K 0.01% 896
2023
Q4 		$16.1M Buy
326,076
+391
+0.1% +$16K 0.01% 806
2023
Q3 		$14.3M Sell
325,685
-24
-0% -$1.32K 0.01% 831
2023
Q2 		$19.3M Buy
325,709
+354
+0.1% +$20.5K 0.01% 762
2023
Q1 		$19.1M Sell
325,355
-34,129
-9% -$2.12M 0.01% 779
2022
Q4 		$22.2M Sell
359,484
-2,402
-0.7% -$128K 0.01% 747
2022
Q3 		$16.1M Sell
361,886
-76,108
-17% -$4.06M 0.01% 827
2022
Q2 		$23.1M Buy
437,994
+413
+0.1% +$28.2K 0.01% 759
2022
Q1 		$32.6M Buy
437,581
+67
+0% +$4.91K 0.01% 723
2021
Q4 		$34.7M Sell
437,514
-59
-0% -$4.8K 0.01% 743
2021
Q3 		$35.1M Sell
437,573
-995
-0.2% -$76K 0.01% 751
2021
Q2 		$33.3M Sell
438,568
-24,239
-5% -$1.78M 0.01% 751
2021
Q1 		$33.4M Sell
462,807
-170
-0% -$13.2K 0.01% 726
2020
Q4 		$38.1M Buy
462,977
+20,194
+5% +$1.63M 0.02% 665
2020
Q3 		$34.2M Sell
442,783
-22,077
-5% -$1.76M 0.02% 652
2020
Q2 		$37.6M Sell
464,860
-4,123
-0.9% -$269K 0.02% 605
2020
Q1 		$25.2M Sell
468,983
-602
-0.1% -$43.1K 0.02% 623
2019
Q4 		$32.7M Sell
469,585
-928
-0.2% -$60.3K 0.02% 641
2019
Q3 		$26.7M Buy
470,513
+2,362
+0.5% +$149K 0.01% 680
2019
Q2 		$32M Buy
468,151
+1,762
+0.4% +$121K 0.02% 648
2019
Q1 		$30.5M Sell
466,389
-52,622
-10% -$3.03M 0.02% 636
2018
Q4 		$25.5M Sell
519,011
-45,987
-8% -$2.46M 0.02% 644
2018
Q3 		$34.4M Sell
564,998
-69,956
-11% -$4.23M 0.02% 632
2018
Q2 		$34.9M Sell
634,954
-1,411
-0.2% -$78.4K 0.02% 627
2018
Q1 		$36.5M Sell
636,365
-50,813
-7% -$2.79M 0.02% 610
2017
Q4 		$34.3M Sell
687,178
-4,524
-0.7% -$234K 0.02% 639
2017
Q3 		$35.3M Sell
691,702
-96,353
-12% -$4.12M 0.02% 630
2017
Q2 		$31.2M Sell
788,055
-357,690
-31% -$12.9M 0.02% 667
2017
Q1 		$37M Sell
1,145,745
-29,462
-3% -$1.07M 0.02% 617
2016
Q4 		$41.4M Sell
1,175,207
-334
-0% -$12K 0.02% 575
2016
Q3 		$42.8M Sell
1,175,541
-249,393
-18% -$9.47M 0.02% 583
2016
Q2 		$47.5M Buy
1,424,934
+276,308
+24% +$8.92M 0.03% 539
2016
Q1 		$31.2M Buy
1,148,626
+80,665
+8% +$1.89M 0.02% 676
2015
Q4 		$31.9M Buy
1,067,961
+140,203
+15% +$4.32M 0.02% 700
2015
Q3 		$27.8M Buy
+927,758
New +$34M 0.01% 753
2013
Q4 		– Sell
-169,199
Closed -$5.25M – 1570
2013
Q3 		$5.25M Sell
169,199
-155,301
-48% -$4.31M ﹤0.01% 1109
2013
Q2 		$7.98M Buy
+324,500
New +$6.58M ﹤0.01% 990

Other funds holding ENV

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

Franklin Resources's ENV Position: Q4 2024 in Review

Franklin Resources sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 96 shares — an estimated $6.03K sold.

Franklin Resources first reported a position in ENV in Q2 2013 and held it in 39 quarters. The position peaked at $47.5M in Q2 2016. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Franklin Resources reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Franklin Resources sold 96 ENVESTNET, INC. shares in Q4 2024, an estimated $6.03K.
  • Franklin Resources first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 39 quarters.
  • Franklin Resources's ENVESTNET, INC. position peaked at $47.5M in Q2 2016.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Franklin Resources's 13F filing for Q4 2024, filed 12 Feb 2025.