NewEdge Advisors’s ENVESTNET, INC. ENV Stock Holding History

NewEdge Advisors’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	-7,528	Closed	-$471K	–	4089
2024 Q3	$471K	Buy	7,528 +5,839	+346%	+$364K	﹤0.01%	1513
2024 Q2	$106K	Buy	1,689 +1,023	+154%	+$64.4K	﹤0.01%	2095
2024 Q1	$38.6K	Buy	666 +501	+304%	+$26.1K	﹤0.01%	2397
2023 Q4	$8.17K	Hold	165	–	–	﹤0.01%	2942
2023 Q3	$7.26K	Hold	165	–	–	﹤0.01%	2688
2023 Q2	$9.79K	Hold	165	–	–	﹤0.01%	2604
2023 Q1	$9.68K	Sell	165 -274	-62%	-$17K	﹤0.01%	2576
2022 Q4	$16.9K	Buy	+439	New	+$23.4K	﹤0.01%	2175

Other funds holding ENV

SIS

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

NewEdge Advisors's ENV Position: Q4 2024 in Review

NewEdge Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 7,528 shares — an estimated $471K sold.

NewEdge Advisors first reported a position in ENV in Q4 2022 and held it in 8 quarters. The position peaked at $471K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

NewEdge Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
NewEdge Advisors sold 7,528 ENVESTNET, INC. shares in Q4 2024, an estimated $471K.
NewEdge Advisors first reported a position in ENVESTNET, INC. in Q4 2022 and held it in 8 quarters.
NewEdge Advisors's ENVESTNET, INC. position peaked at $471K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.