Parkside Financial Bank & Trust’s ENVESTNET, INC. ENV Stock Holding History

Parkside Financial Bank & Trust’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	-8	Closed	-$501	–	2221
2024 Q3	$501	Hold	8	–	–	﹤0.01%	1834
2024 Q2	$501	Hold	8	–	–	﹤0.01%	1772
2024 Q1	$464	Buy	8 +3	+60%	+$157	﹤0.01%	1770
2023 Q4	$248	Buy	+5	New	+$205	﹤0.01%	1902

Other funds holding ENV

SIS

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

Parkside Financial Bank & Trust's ENV Position: Q4 2024 in Review

Parkside Financial Bank & Trust sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 8 shares — an estimated $501 sold.

Parkside Financial Bank & Trust first reported a position in ENV in Q4 2023 and held it in 4 quarters. The position peaked at $501 in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Parkside Financial Bank & Trust reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 8 ENVESTNET, INC. shares in Q4 2024, an estimated $501.
Parkside Financial Bank & Trust first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 4 quarters.
Parkside Financial Bank & Trust's ENVESTNET, INC. position peaked at $501 in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2024, filed 5 Feb 2025.