Nisa Investment Advisors
ENV

Nisa Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History

Nisa Investment 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
-795
Closed -$49.8K – 3097
2024
Q3 		$49.8K Sell
795
-7
-0.9% -$437 ﹤0.01% 1647
2024
Q2 		$50.2K Buy
802
+44
+6% +$2.77K ﹤0.01% 1665
2024
Q1 		$43.9K Buy
758
+295
+64% +$15.4K ﹤0.01% 1691
2023
Q4 		$22.9K Sell
463
-736
-61% -$30.1K ﹤0.01% 1843
2023
Q3 		$52.8K Hold
1,199
– – ﹤0.01% 1712
2023
Q2 		$71.2K Sell
1,199
-120
-9% -$6.95K ﹤0.01% 1623
2023
Q1 		$77K Buy
1,319
+620
+89% +$38.5K ﹤0.01% 1585
2022
Q4 		$43K Hold
699
– – ﹤0.01% 1829
2022
Q3 		$34K Buy
699
+81
+13% +$4.32K ﹤0.01% 1890
2022
Q2 		$33K Sell
618
-152
-20% -$10.4K ﹤0.01% 1887
2022
Q1 		$57K Hold
770
– – ﹤0.01% 1801
2021
Q4 		$57K Sell
770
-1,230
-62% -$100K ﹤0.01% 1701
2021
Q3 		$160 Buy
+2,000
New +$153K ﹤0.01% 1500
2021
Q2 		– Sell
-2,055
Closed -$148 – 2439
2021
Q1 		$148 Hold
2,055
– – ﹤0.01% 1584
2020
Q4 		$169K Buy
2,055
+300
+17% +$24.2K ﹤0.01% 1539
2020
Q3 		$135K Buy
1,755
+1,330
+313% +$106K ﹤0.01% 1441
2020
Q2 		$31K Buy
425
+35
+9% +$2.29K ﹤0.01% 1683
2020
Q1 		$21K Sell
390
-140
-26% -$10K ﹤0.01% 1707
2019
Q4 		$37K Buy
530
+280
+112% +$18.2K ﹤0.01% 1585
2019
Q3 		$14K Hold
250
– – ﹤0.01% 1709
2019
Q2 		$17K Hold
250
– – ﹤0.01% 1638
2019
Q1 		$16K Hold
250
– – ﹤0.01% 1656
2018
Q4 		$12K Hold
250
– – ﹤0.01% 1618
2018
Q3 		$15K Buy
250
+40
+19% +$2.42K ﹤0.01% 1611
2018
Q2 		$12K Sell
210
-800
-79% -$44.5K ﹤0.01% 1698
2018
Q1 		$56K Sell
1,010
-7,300
-88% -$401K ﹤0.01% 1412
2017
Q4 		$414K Sell
8,310
-5,300
-39% -$274K ﹤0.01% 1086
2017
Q3 		$694K Hold
13,610
– – 0.01% 938
2017
Q2 		$489K Buy
13,610
+200
+1% +$7.19K 0.01% 1023
2017
Q1 		$433K Sell
13,410
-190
-1% -$6.91K 0.01% 1078
2016
Q4 		$479K Sell
13,600
-100
-0.7% -$3.59K 0.01% 1053
2016
Q3 		$499K Hold
13,700
– – 0.01% 1005
2016
Q2 		$456K Hold
13,700
– – 0.01% 1024
2016
Q1 		$373K Buy
+13,700
New +$321K 0.01% 1091

Other funds holding ENV

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

Nisa Investment Advisors's ENV Position: Q4 2024 in Review

Nisa Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 795 shares — an estimated $49.8K sold.

Nisa Investment Advisors first reported a position in ENV in Q1 2016 and held it in 34 quarters. The position peaked at $694K in Q3 2017. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Nisa Investment Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 795 ENVESTNET, INC. shares in Q4 2024, an estimated $49.8K.
  • Nisa Investment Advisors first reported a position in ENVESTNET, INC. in Q1 2016 and held it in 34 quarters.
  • Nisa Investment Advisors's ENVESTNET, INC. position peaked at $694K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Nisa Investment Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.