Janney Montgomery Scott
ENV

Janney Montgomery Scott’s ENVESTNET, INC. ENV Stock Holding History

Janney Montgomery Scott’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
-4,180
Closed -$262K – 2903
2024
Q3 		$262K Buy
4,180
+25
+0.6% +$1.56K ﹤0.01% 2372
2024
Q2 		$260K Sell
4,155
-150
-3% -$9.44K ﹤0.01% 2294
2024
Q1 		$249K Hold
4,305
– – ﹤0.01% 2450
2023
Q4 		$213K Buy
+4,305
New +$176K ﹤0.01% 2431
2023
Q3 		– Sell
-4,565
Closed -$271K – 2819
2023
Q2 		$271K Buy
4,565
+35
+0.8% +$2.03K ﹤0.01% 2292
2023
Q1 		$266K Buy
4,530
+375
+9% +$23.3K ﹤0.01% 2120
2022
Q4 		$256K Buy
+4,155
New +$221K ﹤0.01% 2229
2022
Q3 		– Sell
-4,214
Closed -$226K – 2652
2022
Q2 		$226K Hold
4,214
– – ﹤0.01% 2074
2022
Q1 		$314K Sell
4,214
-452
-10% -$33.1K ﹤0.01% 1865
2021
Q4 		$370K Buy
4,666
+452
+11% +$36.8K ﹤0.01% 1882
2021
Q3 		$338K Buy
4,214
+41
+1% +$3.13K ﹤0.01% 1894
2021
Q2 		$317K Sell
4,173
-332
-7% -$24.4K ﹤0.01% 1891
2021
Q1 		$325K Sell
4,505
-100
-2% -$7.78K ﹤0.01% 1815
2020
Q4 		$379K Hold
4,605
– – ﹤0.01% 1735
2020
Q3 		$355K Hold
4,605
– – ﹤0.01% 1610
2020
Q2 		$339K Sell
4,605
-155
-3% -$10.1K ﹤0.01% 1562
2020
Q1 		$256K Sell
4,760
-70
-1% -$5.01K ﹤0.01% 1568
2019
Q4 		$336K Hold
4,830
– – ﹤0.01% 1643
2019
Q3 		$274K Hold
4,830
– – ﹤0.01% 1738
2019
Q2 		$330K Hold
4,830
– – ﹤0.01% 1648
2019
Q1 		$316K Hold
4,830
– – ﹤0.01% 1638
2018
Q4 		$238K Hold
4,830
– – ﹤0.01% 1684
2018
Q3 		$294K Hold
4,830
– – ﹤0.01% 1727
2018
Q2 		$265K Hold
4,830
– – ﹤0.01% 1712
2018
Q1 		$277K Hold
4,830
– – ﹤0.01% 1644
2017
Q4 		$241K Buy
4,830
+170
+4% +$8.8K ﹤0.01% 1698
2017
Q3 		$238K Buy
+4,660
New +$199K ﹤0.01% 1627

Other funds holding ENV

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

Janney Montgomery Scott's ENV Position: Q4 2024 in Review

Janney Montgomery Scott sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 4,180 shares — an estimated $262K sold.

Janney Montgomery Scott first reported a position in ENV in Q3 2017 and held it in 27 quarters. The position peaked at $379K in Q4 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Janney Montgomery Scott reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 4,180 ENVESTNET, INC. shares in Q4 2024, an estimated $262K.
  • Janney Montgomery Scott first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 27 quarters.
  • Janney Montgomery Scott's ENVESTNET, INC. position peaked at $379K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.