Principal Securities’s ENVESTNET, INC. ENV Stock Holding History

Principal Securities’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	-3,411	Closed	-$214K	–	3674
2024 Q3	$214K	Buy	3,411 +670	+24%	+$41.8K	0.01%	1080
2024 Q2	$172K	Buy	2,741 +100	+4%	+$6.29K	﹤0.01%	1097
2024 Q1	$153K	Buy	2,641 +2,380	+912%	+$124K	﹤0.01%	1124
2023 Q4	$12.9K	Buy	+261	New	+$10.7K	﹤0.01%	2129

Other funds holding ENV

SIS

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

Principal Securities's ENV Position: Q4 2024 in Review

Principal Securities sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3,411 shares — an estimated $214K sold.

Principal Securities first reported a position in ENV in Q4 2023 and held it in 4 quarters. The position peaked at $214K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Principal Securities reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Principal Securities sold 3,411 ENVESTNET, INC. shares in Q4 2024, an estimated $214K.
Principal Securities first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 4 quarters.
Principal Securities's ENVESTNET, INC. position peaked at $214K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.