Liberty One Investment Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,994
| Closed | -$751K | – | 186 |
|
|
2024
Q3 | $751K | Sell |
11,994
-613
| -5% | -$38.2K | 0.08% | 105 |
|
|
2024
Q2 | $789K | Sell |
12,607
-1,103
| -8% | -$69.4K | 0.09% | 98 |
|
|
2024
Q1 | $794K | Buy |
13,710
+1,485
| +12% | +$77.5K | 0.09% | 96 |
|
|
2023
Q4 | $605K | Sell |
12,225
-890
| -7% | -$36.4K | 0.07% | 108 |
|
|
2023
Q3 | $577K | Sell |
13,115
-60
| -0.5% | -$3.29K | 0.08% | 102 |
|
|
2023
Q2 | $782K | Buy |
13,175
+1,033
| +9% | +$59.8K | 0.1% | 96 |
|
|
2023
Q1 | $712K | Sell |
12,142
-116
| -0.9% | -$7.2K | 0.1% | 100 |
|
|
2022
Q4 | $756K | Sell |
12,258
-398
| -3% | -$21.2K | 0.11% | 95 |
|
|
2022
Q3 | $562K | Buy |
12,656
+421
| +3% | +$22.5K | 0.09% | 103 |
|
|
2022
Q2 | $928K | Sell |
12,235
-322
| -3% | -$22K | 0.16% | 103 |
|
|
2022
Q1 | $935K | Sell |
12,557
-231
| -2% | -$16.9K | 0.14% | 96 |
|
|
2021
Q4 | $1.01M | Sell |
12,788
-273
| -2% | -$22.2K | 0.15% | 100 |
|
|
2021
Q3 | $1.05M | Buy |
13,061
+826
| +7% | +$63.1K | 0.18% | 90 |
|
|
2021
Q2 | $928K | Buy |
12,235
+1,254
| +11% | +$92.2K | 0.16% | 103 |
|
|
2021
Q1 | $793K | Buy |
10,981
+726
| +7% | +$56.5K | 0.14% | 103 |
|
|
2020
Q4 | $844K | Buy |
10,255
+152
| +2% | +$12.3K | 0.16% | 97 |
|
|
2020
Q3 | $780K | Buy |
10,103
+555
| +6% | +$44.3K | 0.16% | 94 |
|
|
2020
Q2 | $702K | Buy |
9,548
+244
| +3% | +$15.9K | 0.16% | 94 |
|
|
2020
Q1 | $500K | Buy |
+9,304
| New | +$667K | 0.13% | 97 |
|
Other funds holding ENV
Liberty One Investment Management's ENV Position: Q4 2024 in Review
Liberty One Investment Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 11,994 shares — an estimated $751K sold.
Liberty One Investment Management first reported a position in ENV in Q1 2020 and held it in 19 quarters. The position peaked at $1.05M in Q3 2021. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.
- Liberty One Investment Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
- Liberty One Investment Management sold 11,994 ENVESTNET, INC. shares in Q4 2024, an estimated $751K.
- Liberty One Investment Management first reported a position in ENVESTNET, INC. in Q1 2020 and held it in 19 quarters.
- Liberty One Investment Management's ENVESTNET, INC. position peaked at $1.05M in Q3 2021.
- 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.
Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.