GAMMA Investing’s ENVESTNET, INC. ENV Stock Holding History

GAMMA Investing’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	-45	Closed	-$2.82K	–	3864
2024 Q3	$2.82K	Buy	45 +14	+45%	+$873	﹤0.01%	2953
2024 Q2	$1.94K	Hold	31	–	–	﹤0.01%	2888
2024 Q1	$1.79K	Buy	+31	New	+$1.62K	﹤0.01%	2780

Other funds holding ENV

SIS

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

GAMMA Investing's ENV Position: Q4 2024 in Review

GAMMA Investing sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 45 shares — an estimated $2.82K sold.

GAMMA Investing first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $2.82K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

GAMMA Investing reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
GAMMA Investing sold 45 ENVESTNET, INC. shares in Q4 2024, an estimated $2.82K.
GAMMA Investing first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
GAMMA Investing's ENVESTNET, INC. position peaked at $2.82K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on GAMMA Investing's 13F filing for Q4 2024, filed 3 Jan 2025.