Parallel Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-112
| Closed | -$7.01K | – | 3666 |
|
|
2024
Q3 | $7.01K | Sell |
112
-9
| -7% | -$561 | ﹤0.01% | 2514 |
|
|
2024
Q2 | $7.57K | Buy |
121
+9
| +8% | +$566 | ﹤0.01% | 2403 |
|
|
2024
Q1 | $6.49K | Hold |
112
| – | – | ﹤0.01% | 2449 |
|
|
2023
Q4 | $5.55K | Sell |
112
-136
| -55% | -$5.56K | ﹤0.01% | 2499 |
|
|
2023
Q3 | $10.9K | Hold |
248
| – | – | ﹤0.01% | 2151 |
|
|
2023
Q2 | $14.7K | Hold |
248
| – | – | ﹤0.01% | 1997 |
|
|
2023
Q1 | $14.6K | Hold |
248
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q4 | $15.3K | Hold |
248
| – | – | ﹤0.01% | 1837 |
|
|
2022
Q3 | $11K | Hold |
248
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q2 | $13K | Hold |
248
| – | – | ﹤0.01% | 1887 |
|
|
2022
Q1 | $18K | Sell |
248
-15
| -6% | -$1.1K | ﹤0.01% | 1794 |
|
|
2021
Q4 | $21K | Hold |
263
| – | – | ﹤0.01% | 1773 |
|
|
2021
Q3 | $21K | Hold |
263
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q2 | $20K | Hold |
263
| – | – | ﹤0.01% | 1699 |
|
|
2021
Q1 | $19K | Buy |
263
+15
| +6% | +$1.17K | ﹤0.01% | 1629 |
|
|
2020
Q4 | $20K | Hold |
248
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q3 | $19K | Hold |
248
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q2 | $18K | Hold |
248
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q1 | $13K | Buy |
+248
| New | +$17.8K | ﹤0.01% | 1510 |
|
|
2017
Q2 | – | Sell |
-3,739
| Closed | -$131K | – | 2324 |
|
|
2017
Q1 | $131K | Buy |
+3,739
| New | +$136K | 0.03% | 384 |
|
Other funds holding ENV
Parallel Advisors's ENV Position: Q4 2024 in Review
Parallel Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 112 shares — an estimated $7.01K sold.
Parallel Advisors first reported a position in ENV in Q1 2017 and held it in 20 quarters. The position peaked at $131K in Q1 2017. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.
- Parallel Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
- Parallel Advisors sold 112 ENVESTNET, INC. shares in Q4 2024, an estimated $7.01K.
- Parallel Advisors first reported a position in ENVESTNET, INC. in Q1 2017 and held it in 20 quarters.
- Parallel Advisors's ENVESTNET, INC. position peaked at $131K in Q1 2017.
- 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.
Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.