McIlrath & Eck’s ENVESTNET, INC. ENV Stock Holding History

McIlrath & Eck’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	-454	Closed	-$28.4K	–	1040
2024 Q3	$28.4K	Hold	454	–	–	﹤0.01%	418
2024 Q2	$28.4K	Sell	454 -20	-4%	-$1.26K	﹤0.01%	373
2024 Q1	$27.4K	Sell	474 -102	-18%	-$5.32K	﹤0.01%	387
2023 Q4	$28.5K	Sell	576 -88	-13%	-$3.6K	0.01%	350
2023 Q3	$29.2K	Hold	664	–	–	0.01%	348
2023 Q2	$39.4K	Sell	664 -162	-20%	-$9.38K	0.01%	296
2023 Q1	$48.5K	Buy	826 +24	+3%	+$1.49K	0.01%	258
2022 Q4	$49.5K	Buy	802 +469	+141%	+$25K	0.01%	244
2022 Q3	$15K	Hold	333	–	–	﹤0.01%	459
2022 Q2	$18K	Buy	+333	New	+$22.8K	0.01%	408

Other funds holding ENV

SIS

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

McIlrath & Eck's ENV Position: Q4 2024 in Review

McIlrath & Eck sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 454 shares — an estimated $28.4K sold.

McIlrath & Eck first reported a position in ENV in Q2 2022 and held it in 10 quarters. The position peaked at $49.5K in Q4 2022. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

McIlrath & Eck reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
McIlrath & Eck sold 454 ENVESTNET, INC. shares in Q4 2024, an estimated $28.4K.
McIlrath & Eck first reported a position in ENVESTNET, INC. in Q2 2022 and held it in 10 quarters.
McIlrath & Eck's ENVESTNET, INC. position peaked at $49.5K in Q4 2022.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.