MML Investors Services
ENV

MML Investors Services’s ENVESTNET, INC. ENV Stock Holding History

MML Investors Services’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
-31,290
Closed -$1.96M – 2768
2024
Q3 		$1.96M Buy
31,290
+3,319
+12% +$207K 0.01% 1109
2024
Q2 		$1.75M Buy
27,971
+4,460
+19% +$281K 0.01% 1099
2024
Q1 		$1.36M Buy
23,511
+3,008
+15% +$157K 0.01% 1245
2023
Q4 		$1.01M Buy
20,503
+9,481
+86% +$388K ﹤0.01% 1352
2023
Q3 		$485K Buy
11,022
+1,968
+22% +$108K ﹤0.01% 1652
2023
Q2 		$537K Buy
9,054
+4,513
+99% +$261K ﹤0.01% 1594
2023
Q1 		$266K Buy
4,541
+330
+8% +$20.5K ﹤0.01% 1755
2022
Q4 		$260K Buy
+4,211
New +$224K ﹤0.01% 1870
2022
Q2 		– Sell
-3,077
Closed -$229K – 2172
2022
Q1 		$229K Buy
+3,077
New +$225K ﹤0.01% 1889
2021
Q2 		– Sell
-3,190
Closed -$230K – 1963
2021
Q1 		$230K Sell
3,190
-21,938
-87% -$1.71M ﹤0.01% 1658
2020
Q4 		$2.07M Buy
25,128
+3,760
+18% +$303K 0.02% 586
2020
Q3 		$1.65M Buy
21,368
+5,346
+33% +$427K 0.02% 585
2020
Q2 		$1.18M Buy
16,022
+7,885
+97% +$515K 0.02% 662
2020
Q1 		$438K Buy
8,137
+1,949
+31% +$140K 0.01% 930
2019
Q4 		$431K Buy
6,188
+1,503
+32% +$97.7K 0.01% 1062
2019
Q3 		$266K Buy
4,685
+1,205
+35% +$76.1K ﹤0.01% 1252
2019
Q2 		$238K Buy
+3,480
New +$239K ﹤0.01% 1420
2019
Q1 		– Sell
-4,749
Closed -$234K – 1654
2018
Q4 		$234K Sell
4,749
-492
-9% -$26.4K ﹤0.01% 1289
2018
Q3 		$319K Buy
+5,241
New +$317K 0.01% 1244

Other funds holding ENV

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

MML Investors Services's ENV Position: Q4 2024 in Review

MML Investors Services sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 31,290 shares — an estimated $1.96M sold.

MML Investors Services first reported a position in ENV in Q3 2018 and held it in 19 quarters. The position peaked at $2.07M in Q4 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • MML Investors Services reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 31,290 ENVESTNET, INC. shares in Q4 2024, an estimated $1.96M.
  • MML Investors Services first reported a position in ENVESTNET, INC. in Q3 2018 and held it in 19 quarters.
  • MML Investors Services's ENVESTNET, INC. position peaked at $2.07M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on MML Investors Services's 13F filing for Q4 2024, filed 13 Feb 2025.