OC
ENV

Oarsman Capital’s ENVESTNET, INC. ENV Stock Holding History

Oarsman Capital’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
-332
Closed -$20.8K – 959
2024
Q3 		$20.8K Buy
+332
New +$20.7K ﹤0.01% 595

Other funds holding ENV

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

Oarsman Capital's ENV Position: Q4 2024 in Review

Oarsman Capital sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 332 shares — an estimated $20.8K sold.

Oarsman Capital first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $20.8K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Oarsman Capital reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Oarsman Capital sold 332 ENVESTNET, INC. shares in Q4 2024, an estimated $20.8K.
  • Oarsman Capital first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
  • Oarsman Capital's ENVESTNET, INC. position peaked at $20.8K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Oarsman Capital's 13F filing for Q4 2024, filed 13 Feb 2025.