LPL Financial
ENV

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

LPL 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
-3,774
Closed -$236K – 5516
2024
Q3 		$236K Sell
3,774
-25,650
-87% -$1.6M ﹤0.01% 4607
2024
Q2 		$1.84M Sell
29,424
-1,627
-5% -$102K ﹤0.01% 2675
2024
Q1 		$1.8M Buy
31,051
+2,332
+8% +$122K ﹤0.01% 2618
2023
Q4 		$1.42M Buy
28,719
+5,410
+23% +$221K ﹤0.01% 2724
2023
Q3 		$996K Buy
23,309
+1,769
+8% +$97.2K ﹤0.01% 2889
2023
Q2 		$1.28M Buy
21,540
+771
+4% +$44.7K ﹤0.01% 2644
2023
Q1 		$1.22M Buy
20,769
+1,814
+10% +$113K ﹤0.01% 2590
2022
Q4 		$1.18M Buy
18,955
+3,068
+19% +$163K ﹤0.01% 2512
2022
Q3 		$705K Buy
15,887
+226
+1% +$12.1K ﹤0.01% 2824
2022
Q2 		$823K Buy
15,661
+1,477
+10% +$101K ﹤0.01% 2748
2022
Q1 		$1.03M Buy
14,184
+2,311
+19% +$169K ﹤0.01% 2586
2021
Q4 		$947K Sell
11,873
-539
-4% -$43.9K ﹤0.01% 2703
2021
Q3 		$995K Buy
12,412
+4,613
+59% +$352K ﹤0.01% 2619
2021
Q2 		$592K Buy
7,799
+1,277
+20% +$93.9K ﹤0.01% 3010
2021
Q1 		$471K Sell
6,522
-47
-0.7% -$3.65K ﹤0.01% 3070
2020
Q4 		$541K Buy
6,569
+189
+3% +$15.2K ﹤0.01% 2676
2020
Q3 		$492K Sell
6,380
-223
-3% -$17.8K ﹤0.01% 2481
2020
Q2 		$486K Buy
6,603
+319
+5% +$20.8K ﹤0.01% 2411
2020
Q1 		$338K Buy
6,284
+593
+10% +$42.5K ﹤0.01% 2399
2019
Q4 		$403K Sell
5,691
-901
-14% -$58.6K ﹤0.01% 2549
2019
Q3 		$374K Buy
6,592
+130
+2% +$8.21K ﹤0.01% 2501
2019
Q2 		$442K Buy
6,462
+254
+4% +$17.4K ﹤0.01% 2366
2019
Q1 		$410K Buy
6,208
+954
+18% +$54.9K ﹤0.01% 2381
2018
Q4 		$258K Buy
5,254
+387
+8% +$20.7K ﹤0.01% 2589
2018
Q3 		$297K Sell
4,867
-39
-0.8% -$2.36K ﹤0.01% 2707
2018
Q2 		$270K Sell
4,906
-11
-0.2% -$611 ﹤0.01% 2746
2018
Q1 		$282K Buy
4,917
+298
+6% +$16.4K ﹤0.01% 2677
2017
Q4 		$233K Buy
+4,619
New +$239K ﹤0.01% 2701
2016
Q4 		– Sell
-12,136
Closed -$448K – 2886
2016
Q3 		$448K Buy
+12,136
New +$461K ﹤0.01% 1814
2014
Q2 		– Sell
-5,250
Closed -$211K – 2837
2014
Q1 		$211K Buy
+5,250
New +$225K ﹤0.01% 2402

Other funds holding ENV

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

LPL Financial's ENV Position: Q4 2024 in Review

LPL Financial sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3,774 shares — an estimated $236K sold.

LPL Financial first reported a position in ENV in Q1 2014 and held it in 30 quarters. The position peaked at $1.84M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • LPL Financial reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 3,774 ENVESTNET, INC. shares in Q4 2024, an estimated $236K.
  • LPL Financial first reported a position in ENVESTNET, INC. in Q1 2014 and held it in 30 quarters.
  • LPL Financial's ENVESTNET, INC. position peaked at $1.84M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.