PCM
ENV

Prelude Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Prelude Capital 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
-78,044
Closed -$4.89M – 1655
2024
Q3 		$4.89M Buy
+78,044
New +$4.87M 0.3% 67
2022
Q2 		– Sell
-8,222
Closed -$612K – 2292
2022
Q1 		$612K Buy
+8,222
New +$602K 0.02% 766
2019
Q2 		– Sell
-136
Closed -$9K – 2401
2019
Q1 		$9K Buy
+136
New +$7.83K ﹤0.01% 1486
2015
Q2 		– Sell
-1,603
Closed -$90K – 2418
2015
Q1 		$90K Buy
1,603
+803
+100% +$42.9K 0.01% 1054
2014
Q4 		$39K Hold
800
– – 0.01% 1420
2014
Q3 		$36K Sell
800
-100
-11% -$4.58K 0.01% 1541
2014
Q2 		$44K Buy
900
+100
+13% +$4.05K 0.01% 1418
2014
Q1 		$32K Buy
+800
New +$34.3K ﹤0.01% 1569
2013
Q4 		– Sell
-1,050
Closed -$33K – 2286
2013
Q3 		$33K Buy
+1,050
New +$29.2K 0.01% 1089

Other funds holding ENV

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

Prelude Capital Management's ENV Position: Q4 2024 in Review

Prelude Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 78,044 shares — an estimated $4.89M sold.

Prelude Capital Management first reported a position in ENV in Q3 2013 and held it in 9 quarters. The position peaked at $4.89M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Prelude Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Prelude Capital Management sold 78,044 ENVESTNET, INC. shares in Q4 2024, an estimated $4.89M.
  • Prelude Capital Management first reported a position in ENVESTNET, INC. in Q3 2013 and held it in 9 quarters.
  • Prelude Capital Management's ENVESTNET, INC. position peaked at $4.89M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.