KBC Group’s ENVESTNET, INC. ENV Stock Holding History

KBC Group’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	-1,101	Closed	-$69K	–	1878
2024 Q3	$69K	Hold	1,101	–	–	﹤0.01%	1540
2024 Q2	$69K	Buy	1,101 +117	+12%	+$7.36K	﹤0.01%	1429
2024 Q1	$57K	Hold	984	–	–	﹤0.01%	1480
2023 Q4	$49K	Hold	984	–	–	﹤0.01%	1553
2023 Q3	$43K	Buy	+984	New	+$54K	﹤0.01%	1578

Other funds holding ENV

SIS

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

KBC Group's ENV Position: Q4 2024 in Review

KBC Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 1,101 shares — an estimated $69K sold.

KBC Group first reported a position in ENV in Q3 2023 and held it in 5 quarters. The position peaked at $69K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

KBC Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
KBC Group sold 1,101 ENVESTNET, INC. shares in Q4 2024, an estimated $69K.
KBC Group first reported a position in ENVESTNET, INC. in Q3 2023 and held it in 5 quarters.
KBC Group's ENVESTNET, INC. position peaked at $69K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on KBC Group's 13F filing for Q4 2024, filed 22 Jan 2025.