Pictet Asset Management
ENV

Pictet Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Pictet Asset Management’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
-4,995
Closed -$313K – 2107
2024
Q3 		$313K Hold
4,995
– – ﹤0.01% 1588
2024
Q2 		$313K Sell
4,995
-515
-9% -$32.4K ﹤0.01% 1509
2024
Q1 		$319K Hold
5,510
– – ﹤0.01% 1510
2023
Q4 		$273K Hold
5,510
– – ﹤0.01% 1595
2023
Q3 		$243K Buy
+5,510
New +$303K ﹤0.01% 1595

Other funds holding ENV

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

Pictet Asset Management's ENV Position: Q4 2024 in Review

Pictet Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 4,995 shares — an estimated $313K sold.

Pictet Asset Management first reported a position in ENV in Q3 2023 and held it in 5 quarters. The position peaked at $319K in Q1 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Pictet Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Pictet Asset Management sold 4,995 ENVESTNET, INC. shares in Q4 2024, an estimated $313K.
  • Pictet Asset Management first reported a position in ENVESTNET, INC. in Q3 2023 and held it in 5 quarters.
  • Pictet Asset Management's ENVESTNET, INC. position peaked at $319K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Pictet Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.