Garrison Point Advisors’s ENVESTNET, INC. ENV Stock Holding History

Garrison Point Advisors’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	-3,327	Closed	-$208K	–	165
2024 Q3	$208K	Hold	3,327	–	–	0.13%	141
2024 Q2	$208K	Sell	3,327 -2,500	-43%	-$157K	0.14%	139
2024 Q1	$337K	Buy	+5,827	New	+$304K	0.22%	112

Other funds holding ENV

SIS

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

Garrison Point Advisors's ENV Position: Q4 2024 in Review

Garrison Point Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3,327 shares — an estimated $208K sold.

Garrison Point Advisors first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $337K in Q1 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Garrison Point Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Garrison Point Advisors sold 3,327 ENVESTNET, INC. shares in Q4 2024, an estimated $208K.
Garrison Point Advisors first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Garrison Point Advisors's ENVESTNET, INC. position peaked at $337K in Q1 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Garrison Point Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.