HF
ENV

HRT Financial’s ENVESTNET, INC. ENV Stock Holding History

HRT Financial’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
-13,561
Closed -$849K – 3508
2024
Q3 		$849K Buy
+13,561
New +$846K ﹤0.01% 1327
2024
Q1 		– Sell
-53,211
Closed -$2.63M – 3388
2023
Q4 		$2.63M Sell
53,211
-7,112
-12% -$291K 0.02% 536
2023
Q3 		$2.66M Buy
60,323
+12,180
+25% +$669K 0.03% 506
2023
Q2 		$2.86M Buy
+48,143
New +$2.79M 0.03% 466
2022
Q1 		– Sell
-8,793
Closed -$697K – 4268
2021
Q4 		$697K Sell
8,793
-5,869
-40% -$478K ﹤0.01% 1508
2021
Q3 		$1.18M Buy
+14,662
New +$1.12M 0.01% 1124
2021
Q1 		– Sell
-5,718
Closed -$470K – 3439
2020
Q4 		$470K Buy
5,718
+2,567
+81% +$207K 0.01% 1050
2020
Q3 		$243K Buy
+3,151
New +$252K 0.01% 1260

Other funds holding ENV

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

HRT Financial's ENV Position: Q4 2024 in Review

HRT Financial sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 13,561 shares — an estimated $849K sold.

HRT Financial first reported a position in ENV in Q3 2020 and held it in 8 quarters. The position peaked at $2.86M in Q2 2023. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • HRT Financial reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • HRT Financial sold 13,561 ENVESTNET, INC. shares in Q4 2024, an estimated $849K.
  • HRT Financial first reported a position in ENVESTNET, INC. in Q3 2020 and held it in 8 quarters.
  • HRT Financial's ENVESTNET, INC. position peaked at $2.86M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on HRT Financial's 13F filing for Q4 2024, filed 14 Feb 2025.