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
2015
Q4 		– Sell
-10,500
Closed -$315K – 1953
2015
Q3 		$315K Buy
+10,500
New +$385K 0.05% 415

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.